Stacy RoelfsCRD Number: 5408803
Current Firm: Ameriprise Financial Services, Inc.
Stacy Roelfs (CRD# 5408803) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Omaha, NE and has over 10 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Ameriprise Financial Services, Inc.||Lincoln, NE||Jun 2008 - Current||9|
|Thrivent Financial For Lutherans||Appleton, WI||Oct 2007 - Jun 2008||< 1|
|Thrivent Investment Management Inc.||Omaha, NE||Aug 2007 - Jun 2008||< 1|
|Highlands Academy||Lincoln, NE||May 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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