Mark Stoffel
Mark Stoffel is a registered investment advisor at Ameriprise Financial Services, LLC, based in Jackson, WI, with 26 years of industry experience. Mark 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
4720 County Road P, Jackson, WI, 53095
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2015Other Business Activities
Mark owns commercial real estate since 2019. He also has another business ownership activity, spending about 10-20% of his time on both activities, with a few hours during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Carl M. Hennig, INC.Broker
B. C. Ziegler and CompanyBroker
Portfolio Brokerage Services, INC.Broker
B. C. Ziegler and CompanyBroker
State Registrations5 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.