James David Stotenbur

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1998 → 03/2020
  Ameriprise Financial Services, Inc.
  Okemos, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Lansing, MI

Other Businesses

Real Estate Ownership; Single Family; 401 Lake StreetBeulah, MI 49617, ,; Not Investment-Related; 05/05/2017 / Single Family; 6762 North StreetBeulah, MI 49617, ,; Not Investment-Related; 05/05/2017 / Single Family; 6725 Crystal Ave, , Beulah, MI, 49617; Not Investment-Related; 05/01/2021 / Single Family; 6725 Crystal Ave, , Beulah, MI, 49617; Investment-Related; 09/22/2025. Business Ownership; Beulah Properties LLC; ; Beulah Properties LLC will own real estate at 401 W. Lake Street and 6762 North Street in Beulah, MI. These properties may be rented as long term rentals or weekly vacation rentals.; 2268 Pine Run CT SEGrand Rapids, MI 49546, ,; Not Investment-Related; 05/23/2017; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-13
• S63 Uniform Securities Agent State Law Examination
  1998-06-04