Joseph Andrew Stoutner

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

• 06/2004 → Present
  Ameriprise Financial Services, Inc.
  Inianapolis, IN

Previous Registrations

• 2004-07-07 → 2008-03-28
  Ameriprise Financial Services, Llc
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

Board of Directors; Calvin W Prather; Trustee; 7502 E 56th Street, , Indianapolis, IN, 46226; Investment-Related; 12/01/2019; 1 to 9 hours per month; 0 during trading hours / TKE of Wabash College Inc; Treasurer; 1131 New Harmony Dr, , Indianapolis, IN, 46231; Not Investment-Related; 01/01/2009; 0 hours per month; 0 during trading hours / NexGen; Vice President; 510 N New Jersey, , Indianapolis, IN, 46204; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Andrew Tiplick; Associate Financial Advisor -; Manage advisory business; 8900 keystone crossing, ste 400, , ** not provided **, IN, 00000; Investment-Related; 02/25/2026; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-06

Other Names

• Joseph Stoutner