James Stotenbur, financial advisor Lansing MI

James Stotenbur

CRD Number: 3039000
Current Firm: Ameriprise Financial Services, LLC

James Stotenbur (CRD# 3039000) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lansing, MI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Lansing, MI Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Okemos, MI Mar 1998 - Mar 2020 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for James D. Stotenbur
Phone Number: 612-671-3131
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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