Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
14 years
Location
Kamuela, HI
Edward Jones
Institution
Cade Cherry is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones in 2024, he worked for Pacific Life from 2010 to 2024. Outside of his advisory role, he is involved in a family business partnership that manages financial responsibilities for his mother’s household. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and affiliated investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its integrated capabilities including trust services and securities-based lending.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Kamuela, HI
Kamuela HI
Advisors at this office
1
California · Hawaii · Texas
14 years of industry experience
Edward Jones
2024 - Present • 2 years
St. Louis, MO
Pacific Life
2010 - 2024 • 14 years
Aliso Viejo, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Kamuela, HI
Stadia Financial LLC
Jo Ann Fujii is a financial advisor at Stadia Financial LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes roles at Baxter Healthcare and ICU Medical. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, managing diverse portfolios on a discretionary basis and offering a range of wealth management and planning services.
Series 65
Kamuela, HI
Stadia Financial LLC
Beata Tou is a financial advisor at Stadia Financial LLC with a Series 65 credential and one year of industry experience. Prior to joining Stadia Financial, she held roles in hospitality and staffing companies, including DHL Mahi Staffing and Four Seasons Resort. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, as well as trusts, nonprofits, and select individual accounts. The firm offers discretionary investment management along with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.
Series 65
Kamuela, HI
Stadia Financial LLC
Stacy Sheetz is a Series 65-licensed financial advisor with one year of industry experience. She is currently with Stadia Financial LLC and previously worked at Provident Trust Group and Polycomp Administrative Services. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a multi-faceted investment approach and offers discretionary investment management combined with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.
CFP®, Series 63
Kamuela, HI
Stadia Financial LLC
Ken Steria is a CFP® with 26 years of industry experience. He currently serves at Stadia Financial LLC and has a background that includes a long tenure at The Vanguard Group. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm combines macroeconomic, fundamental, technical, and behavioral analysis to manage portfolios on a discretionary basis, offering a range of investment options along with financial and estate planning, tax strategy, and insurance advice.
Series 63, Series 65, Series 66
Kamuela, HI
Stadia Financial LLC
Kari Clark is a financial advisor at Stadia Financial LLC with five years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stadia Financial, she worked at Stadia Capital Group, LLC and Valic Financial Advisors, and spent nine years with Kuliaikanuu Inc dba The UPS Store. She also serves as Director of Operations for a private placement fund under Stadia Capital Group. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services. The firm’s investment approach emphasizes capital preservation using a combination of macroeconomic, fundamental, technical, and behavioral analysis.
Series 65
Kamuela, HI
Stadia Financial LLC
Brett Kennelly is a financial advisor at Stadia Financial LLC with one year of industry experience. He holds a Series 65 credential and has been involved in management roles at Stadia Capital Group, LLC and Kolea Management Services, LLC since 2017. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, offering discretionary investment management alongside wealth management and comprehensive financial planning services.
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