John Stoken
John Stoken is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Chicago, IL, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
105 W Madison St, Ste 2100, Chicago, IL, 60602
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
John works as a financial advisor for OKL, LLC since April 2025. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Iht Wealth Management LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
North Star Investment Services, INC.Broker
First Union Securities, INC.Broker
First Albany CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.