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Stacie Lynn Schenden

1 Year of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

961 Four Mile Road Nw, Suite B, Grand Rapids, MI, 49544-8252

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Stacie is an insurance agent for PLP Services, LLC d/b/a Retirement Lifestyle Advocates, selling wholesale fixed life and annuity products since July 2024. This activity takes about half of her time.

Employment History
Current Registrations
Personal Legacy Planners
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Stacie Lynn Schenden - Financial Advisor | TrueAdvisor