RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
27yrs
Stacey Ackerman
Financial advisor at Wells Fargo Advisors
Stacey Ackerman has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Minneapolis, Minnesota. Stacey joined Wells Fargo Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Stacey holds the CFP® designation.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 19% by experience in Minneapolis
Office90 S 7th St 10th & 11th FLS [Ge-Rbo], Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Stacey
Tailored to Stacey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stacey
How do I contact Stacey?
Call Wells Fargo Advisors at 314-875-3000 and ask for Stacey Ackerman. Stacey works from the Minneapolis, MN office.
How long has Stacey been a financial advisor?
Stacey has been in the industry since 2000, about 27 years. Top 19% by experience in Minneapolis.
What licenses does Stacey hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Stacey a fiduciary?
Stacey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stacey paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stacey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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