Financial Directions LLC

Overview

Financial Directions LLC is an SEC registered investment adviser based in Tucson, AZ, registered since 1997. It reports $738M in assets under management across 2,488 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$738M

Discretionary

100%

Accounts

2,488

Average account

$297K

Employees

3

Advisory reps

3

Registered since

1997

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Mary Lee Cherba Chief Compliance Officer CRD 3129156
• Stanton William Spackeen Sole Member CRD 1398332

Advisory reps 3 of 3

• Mary Lee Cherba Investment Adviser Rep CRD 3129156
• Christopher Michael Hambacher Insurance Agent · Investment Adviser Rep CRD 4589318
• Stanton William Spackeen Investment Adviser Rep CRD 1398332

Location

Headquarters

1228 E Prince Rd
Tucson, AZ 85719

County

Pima

Metro area

Tucson, AZ

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: financialdirectionsllc.com

Every state, with registration dates

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