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Stacy A

Series 63, Series 66

Sartell, MN

Cetera

Stacy Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms including Avantax and Midwest Financial Group. Anderson is actively involved in nonprofit organizations, serving in financial roles for groups such as the Minnesota Girls Hockey Coaches Association and Sartell-St. Stephen Dollars for Scholars. Cetera Investment Advisers LLC is an SEC-registered adviser offering a wide range of services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tyler W

Series 63, Series 66

Sartell, MN

Cetera

Tyler Walz is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked with multiple firms including North Star Consultants, Minnesota Life Insurance, and Securian Financial Services. Walz also owns and manages two rental property LLCs in Sartell, MN. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program structures and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David J

CFP®, Series 63

Sartell, MN

Cetera

David Jacobs is a financial advisor with Cetera, holding CFP® and Series 63 designations and bringing 23 years of industry experience. He has worked at firms including Securian Financial Services and Minnesota Life Insurance Company, and currently operates David M. Jacobs & Associates, Inc. Outside of his advisory role, Jacobs is involved in financial services through North Star Resource Group and owns JF Legacy Properties LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate entities, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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