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Stacy L Sheetz

Stadia Financial LLC

Kamuela, HI

Folsom, CA

CRD 7922126

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Employer firm

Stadia Financial LLC CRD 328171

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Stadia Financial Llc

65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-12-03
  • HI RA
    APPROVED
    Since 2024-12-03

Branch Locations

65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743 • United States

Folsom, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stadia Capital Group, Llc Kamuela HI 01/2021 Present
Provident Trust Group, An Ascensus Company Las Vegas NV 06/2018 01/2021
Polycomp Administrative Services, Inc. Roseville CA 06/2014 05/2018
  • 01/2021 → Present
    Stadia Capital Group, Llc
    Kamuela, HI
  • 06/2018 → 01/2021
    Provident Trust Group, An Ascensus Company
    Las Vegas, NV
  • 06/2014 → 05/2018
    Polycomp Administrative Services, Inc.
    Roseville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-03
  • S65 Uniform Investment Adviser Law Examination
    2024-12-03
Other Names
  • Stacy Lynne Lacey

View on SEC IAPD

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Nearby Investors

Ken Steria
Brett Patrick Kennelly
KARI WESTLY CLARK

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kamuela, HI
PFS INVESTMENTS INC. · KAMUELA, HI
AMERIPRISE FINANCIAL SERVICES, LLC · Kamuela, HI

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