ACCEL WEALTH MANAGEMENT of WAVERLY, IA is an SEC-registered investment adviser (CRD 286201). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Stacie Lynn Brass | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Todd Joseph Manternach | MANAGING MEMBER | — |
| Emily J Misener | DIRECTOR OF WEALTH MANAGEMENT OPERATIONS | — |
| BRASS STACIE LYNN | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WALKER SIR DAVID ALAN | MEMBER | — |
| BYL MICHAEL LEE | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |