Stacy Chapin, financial advisor Hayward WI
93 score

Stacy Chapin

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Hayward, WI Sep 2012 - Current 4
Investment Centers Of America Inver Grove Heights, MN Apr 2011 - Sep 2012 1
Sii Investments Inver Grove Heights, MN Nov 2007 - Apr 2011 3
American Financial Advisors, Inc. Minneapolis, MN Jan 2003 - Nov 2007 4
Ids Life Insurance Company Minneapolis, MN Jan 2003 - Oct 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Stacy E. Chapin
Phone Number: 612-671-3131
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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