STABLE WEALTH MANAGEMENT
CRD #126214 SEC #801-62092 BLOOMINGTON, MN 952-893-5565
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 23, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FULLMER, JOHN, DAVID | I | CO-PRESIDENT | NA | Control |
| FULLMER, JOHN, DAVID | I | CO-PRESIDENT | NA | Control |
| FULLMER, JOHN, DAVID | I | CO-PRESIDENT | NA | Control |
| FULTON, JOHN, HOWARD | I | TREASURER | NA | Control |
| FULTON, JOHN, HOWARD | I | TREASURER | NA | Control |
| FULTON, JOHN, HOWARD | I | TREASURER | NA | Control |
| MENZEL, THOMAS, LEE | I | CO-CHIEF MANAGER, CO-PRESIDENT | NA | Control |
| MENZEL, THOMAS, LEE | I | CO-CHIEF MANAGER, CO-PRESIDENT | NA | Control |
| MENZEL, THOMAS, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZEL, THOMAS, LEE | I | CO-CHIEF MANAGER, CO-PRESIDENT | NA | Control |
| SMITH, MICHAEL, JAY | I | SECRETARY | NA | Control |
| SMITH, MICHAEL, JAY | I | SECRETARY | NA | Control |
| SMITH, MICHAEL, JAY | I | SECRETARY | NA | Control |
| LARKIN, HOFFMAN, DALY & LINDGREN LTD. | DE | OWNER | D | Control |
| LARKIN, HOFFMAN, DALY & LINDGREN LTD. | DE | OWNER | D | Control |
| LARKIN, HOFFMAN, DALY & LINDGREN LTD. | DE | OWNER | D | Control |
| LEGACY FINANCIAL ADVISORS CORPORATION | DE | OWNER | D | Control |
| LEGACY FINANCIAL ADVISORS CORPORATION | DE | OWNER | D | Control |
| LEGACY FINANCIAL ADVISORS CORPORATION | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MENZEL, THOMAS, LEE | I | LEGACY FINANCIAL ADVISORS CORP. | E | Control |
| MENZEL, THOMAS, LEE | I | LEGACY FINANCIAL ADVISORS CORP. | E | Control |
| MENZEL, THOMAS, LEE | I | LEGACY FINANCIAL ADVISORS CORP. | E | Control |
Registrations
Federal
IA
Sep 23, 2005 REGISTERED
Notice Filings (1)
MN
Address
3600 W. 80TH ST. SUITE 460BLOOMINGTON, MN 55431
USA
Phone: 952-893-5565