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Jeffrey Scott Stein

Ameriprise Financial Services, LLC

Cambridge, WI

Cambridge, WI

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-08-08
WI RA APPROVED 1991-10-24
  • TX RA
    APPROVED
    Since 2018-08-08
  • WI RA
    APPROVED
    Since 1991-10-24

Branch Locations

113 Spring St, Cambridge, WI 53523 • United States

Cambridge, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Cambridge WI 09/2005 03/2020
Ameriprise Financial Services, Llc Cambridge WI 03/2020 Present
Other Businesses

Board of Directors; Buckets for hunger; Board member; 4761 Collidge stOregon wi 53575, ,; ; ; 1 to 9 hours per month; .

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-25
  • S63 Uniform Securities Agent State Law Examination
    1991-06-25

View on SEC IAPD

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Other Investors

Christopher John Smith
Staci Minerath
DAVID STUART
Debra Lou Stein
DANIEL RYAN ZEMPEL
NATHAN ALEXANDER LITTRELL
Aaron Matthew Genthe
Ethan Jay Schmidt

Other Offices

EDWARD JONES · CAMBRIDGE, WI
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STATE FARM INVESTMENT MANAGEMENT CORP. · Lake Mills, WI
HARBOUR INVESTMENTS, INC. · Lake Mills, WI
EDWARD JONES · LAKE MILLS, WI
EDWARD JONES · FORT ATKINSON, WI
EDWARD JONES · FT ATKINSON, WI
OSAIC WEALTH, INC. · FORT ATKINSON, WI

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