Chad Jeremy Stauffacher

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

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Sun City, AZ
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Phoenix, AZ

Previous Registrations

• 2003-06-24 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Sun City, AZ
  Sun City, AZ

Other Businesses

Business Ownership; Camelback Padel, LLC; Owner; Padel and pickelball court rental; 4611 n alta hacienda drive, , phoenix, AZ, 85018; Not Investment-Related; 10/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-12
• S63 Uniform Securities Agent State Law Examination
  1996-02-08