Stacy Rerick has been Owner and CCO of Para Wealth Advisors since June 2022, is a control person of the firm and directly owns 75% or more of it. Stacy Rerick holds a Bachelor of Arts in Business Administration with an emphasis in Finance from Seattle Pacific University.
Para Wealth Advisors, Inc. is a Camas, WA firm with $221M under management, 257 clients and 2 advisers across 4 offices, as of its April 2026 filing.
Stacy Rerick is Wealth Advisor of Para Wealth Advisors, based in Camas, WA. After 23 years in wealth management, she left her former firm and founded Para Wealth Advisors. She is a member of the Financial Planning Association and the Financial Transitionist Institute.
Stacy Rerick’s longest registration was 19 years at Security First Advisors (2003–2022). Before joining Para Wealth Advisors in 2022, Stacy Rerick was registered through Security First Advisors.
- Para Wealth Advisors, Inc.Current– present · 4 yearsCamas, WA · Adviser representative · Firm CRD 322683
- Security First Advisors– · 19 yearsVancouver, WA · Adviser representative · Firm CRD 117502
Professional designations
Listed by Para Wealth Advisors
- CFP®
- CeFT®
- CDFA®
Investment adviser representative registrations
Stacy Rerick is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- OregonSince 2 October 2022
- WashingtonSince 2 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 April 2003 |
| Series 7 | General Securities Representative Examination | 3 March 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stacy Lynn Rerick
- CRD
- 4629439
- Firm
- Para Wealth Advisors · CRD 322683
- Role
- Owner and CCO
- Office
- 2005 SE 192ND AVE SUITE 200, Camas, WA 98607
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- parawealthadvisors.com
Where does Stacy Rerick work?
Stacy Rerick has been Owner and CCO of Para Wealth Advisors, Inc. since June 2022, and is a control person of the firm.
Is Stacy Rerick a financial advisor?
Yes. Stacy Rerick has a current investment-adviser registration in Oregon and Washington, through Para Wealth Advisors since October 2022.
How many years of experience does Stacy Rerick have?
Stacy Rerick has 23 years in the financial industry, since July 2003, across 2 adviser firms.
What exams has Stacy Rerick passed?
Stacy Rerick has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2003.
Where is Stacy Rerick based?
Stacy Rerick’s registered office is in Camas, WA.
Is Stacy Rerick registered with FINRA?
No. Stacy Rerick has no current broker registration.
Is Stacy Rerick a CFP?
Para Wealth Advisors lists Stacy Rerick with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Stacy Rerick’s record?
Search CRD 4629439 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stacy Rerick’s full registration record.