Stacy ChapinCRD Number: 3179414
Current Firm: Ameriprise Financial Services, Inc.
Stacy Chapin (CRD# 3179414) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Hayward, WI and has over 15 years of experience in the finance industry.
Lpl Financial LLC
State Farm Investment Management Corp.
Ameriprise Financial Services, Inc.
|Ameriprise Financial Services, Inc.||Hayward, WI||Sep 2012 - Current||5|
|Investment Centers Of America||Inver Grove Heights, MN||Apr 2011 - Sep 2012||1|
|Sii Investments||Inver Grove Heights, MN||Nov 2007 - Apr 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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