Kimberly Tsarpalas Stacy

Employer firm

Nadler Financial Group, Inc. CRD 122617

$2.18B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RETIREMENT PLAN CONSULTING - ENROLLMENT AND EDUCATION SUPPORT.; EDUCATION PLANNING AND ASSISTANCE WITH ESTABLISHING 529 PLANS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 06/2024
  Gresham Partners, Llc
  Chicago, IL
• 10/2017 → 10/2019
  Pricewaterhousecoopers
  Chicago, IL
• 08/2013 → 05/2017
  Indiana University
  Bloomington, IN
• 06/2024 → Present
  Nadler Financial Group
  Deerfield, IL
• 06/2024 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA
• 06/2017 → 09/2017
  Unemployed
  Chicago, IL

Other Businesses

1) NADLER FINANCIAL GROUP; INVESTMENT RELATED; DEERFIELD, IL; RIA; ASSOCIATE WEALTH MANAGER; ACTIVITY BEGAN 06/2024; I DEVOTE APPX 160 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; ASSIST WITH RELATIONSHIP MANAGEMENT AND CLIENT SERVICE. 2) TSARPALAS FAMILY PARTNERSHIP, LLC; NOT INVESTMENT RELATED; GRAYSLAKE, IL; COMMERCIAL REAL ESTATE; PARTNER; ACTIVITY BEGAN 2009; I DEVOTE LITTLE TIME TO THIS ACTIVITY; OWNERSHIP/PARTNER IN REAL ESTATE VENTURE.

Exams

• S66 Uniform Combined State Law Examination
  2025-05-09

Other Names

• Kimberly Marie Tsarpalas