Frank Stalla
Vesteer Wealth Management · Omaha, Nebraska
Frank Stalla is a fee-only financial advisor at Vesteer Wealth Management in Omaha, Nebraska, who holds the CFA credential. Vesteer Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vesteer Wealth Management |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $24.2M across 74 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NE, TX, VA · CRD 7638030 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vesteerwealth.com |
How Frank's firm compares
- Vesteer Wealth Management's average account is about $328,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Frank
Is Frank Stalla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Vesteer Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank's firm, Vesteer Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Frank Stalla based?
Frank Stalla is based in Omaha, Nebraska.
What credentials does Frank Stalla hold?
Frank Stalla holds the CFA credential.
Is Frank Stalla registered with the SEC?
Yes. Frank Stalla is registered as an investment adviser representative in NE, TX and VA (CRD 7638030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vesteer Wealth Management manage?
Vesteer Wealth Management reports $24.2M across 74 accounts in assets under management.
How do I contact Frank Stalla?
Through Frank's website, www.vesteerwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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