Stacie Wilson has held the title Member at SJHL Financial Services since January 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm. Stacie Wilson holds a Bachelor of Science in Accounting from McPherson College and a Master of Accounting with an emphasis in Taxation from The University of Kansas.
SJHL Financial Services, LLC is a McPherson, KS firm with $175M under management, 385 clients and 5 advisers across 7 offices, as of its September 2026 filing.
Stacie Wilson is a Partner of SJHL. Wilson's areas of concentration are small business consulting, business valuation, and tax preparation and planning for individuals, partnerships and corporations, with industry specialties in restaurants, retail and manufacturing. Wilson entered the accounting profession in 2000 with Taylor, Perky & Parker, LLC in Overland Park, Kansas, worked for SJHL from 2001 to 2007, then worked for AEGON USA Realty Advisors, LLC in Cedar Rapids, IA, before returning to SJHL in November of 2015.
- SJHL Financial GroupCurrent– present · 2 yearsMcPherson, KS · Adviser representative · Firm CRD 285946
Professional designations
Listed by SJHL Financial Services
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- Certified Numbers Coach (CNC)
Investment adviser representative registrations
Stacie Wilson is registered as an investment adviser representative in Kansas, since November 2023.
- KansasSince 10 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stacie Ann Wilson
- CRD
- 7833195
- Firm
- SJHL Financial Services · CRD 285946
- Role
- Member
- Office
- 123 SOUTH MAIN ST., McPherson, KS 67460
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sjhl.com
Where does Stacie Wilson work?
Stacie Wilson has held the title Member at SJHL Financial Services, LLC since January 2025.
Is Stacie Wilson a financial advisor?
Yes. Stacie Wilson has a current investment-adviser registration in Kansas, through SJHL Financial Services since November 2023.
How many years of experience does Stacie Wilson have?
Stacie Wilson has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Stacie Wilson passed?
Stacie Wilson passed the Series 65 in October 2023.
Where is Stacie Wilson based?
Stacie Wilson’s registered office is in McPherson, KS.
Is Stacie Wilson registered with FINRA?
No. Stacie Wilson has no current broker registration.
How can I verify Stacie Wilson’s record?
Search CRD 7833195 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacie Wilson’s full registration record.
