Tracey Elisabeth Stalter

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

• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Stevens Point, WI
• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc
  Stevens Point, WI

Other Businesses

Business Ownership; Maple Hills Golf & Restaurant LLC; Overseeing manager; Hospitality; N6621 Cardinal Lane, , Wittenberg, WI, 54499; Not Investment-Related; 03/19/2021; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Community Foundation of Central Wisconsin; Board Member; 2801 Hoover Road Unit 1B, , Stevens Point, WI, 54481; Not Investment-Related; 05/02/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; SAA LLC; Associate Financial Advisor; To manage practice operations.; 3241A Business Park Drive Stevens Point, WI 54482, ,; Not Investment-Related; 01/01/2017; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tracey Elisabeth Ostrowski