Stacy Santmyer is a former holder of Series 6, 63, P/C, L/H as a licensed financial and insurance advisor. He served as a Financial Advisor at Farmers Financial Services in Louisville, CO. Stacy also worked in Omni Financial, where he served as a Senior Associate from November 2008 until November 2015.
Mr. Santmyer was employed in AdvisorLoans as the Senior Vice President at the Tax & Regulatory Division from November 2015 to May 2016. The company provides lending and licensing solutions to financial advisors, and having been one himself, Stacy was more than capable of helping those in the profession handle Federal and State tax liens filed against them. He made sure that he provided personalized, intelligent representation that would give way to tailored and guided pathways to quick and effective resolutions.
Stacy Santmyer has accumulated experience in representing individuals and small businesses in resolving current tax liabilities with both the IRS and state taxing authorities. He has also counseled clients on prudent measures to be taken to optimize compliance with federal and state requirements as they relate to taxation.
As the Head of Business Development and concurrent with his position as the Executive Vice President in AdvisorLaw, LLC, Stacy Santmyer, together with his talented and carefully handpicked team members, provides expert and knowledgeable regulatory representation of FINRA licensed professionals. He assists financial advisors to navigate their way through complicated compliance issues by leveraging the FINRA Rule 2080 arbitration for Customer Dispute expungement.