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portrait of Stacey S Koeppen
FINANCIAL ADVISOR

Stacey S Koeppen

CFP®
1210 N W 18th St Suite 120, Ankeny, IA 50023opens in a new window
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About Stacey

What I want for my clients is financial independence. My first tiny taste of this came at the early age of 13 when I chose to buy a moped using money saved from selling night crawlers out of my parents' garage. That moped represented an important sense of freedom in shaping my junior high social life!

I am fortunate to come from three generations of loyal Edward Jones clients. My dad retired from Maytag, and as a kid, I often received a gift of Maytag stock in my Christmas stocking. After graduating from Iowa State University, I sold that stock to...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesJuly 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Drake UniversityMaster of Business Admin
  • Iowa State UnivBachelor of Business Admin

Personal Interests

  • Volunteering
  • Art & Theater
  • Health & Nutrition
  • Outdoor Enthusiast
  • Personal Fitness

Team Members

  • Molly Bender
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(515) 965-7853

Fax

(855) 379-1123

Office Address

1210 N W 18th St Suite 120
Ankeny, IA 50023opens in a new window

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