LS
CFP
LS
CFP

Linda Stotenbur

26 Years of Experience
Grand Rapids, MI
Broker

Linda Stotenbur is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MI, with 26 years of industry experience. Linda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

3347 Eagle Run Dr Ne, Ste C, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Linda owns multiple real estate properties and another business. She spends about 10-20% of her time on these activities, with a few hours per week during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2010 - Present · 15 yrs 11 mos
Ameriprise Financial Services, LLCBroker
July 2000 - Present · 25 yrs 10 mos
Ameriprise Financial Services, LLC
July 2000 - Present · 25 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 2000 - July 2006 · 6 yrs
Ids Life Insurance CompanyBroker
January 1998 - October 1998 · 9 mos
American Express Financial Advisors INC.Broker
January 1998 - October 1998 · 9 mos
State Registrations17 states
ALAZCACOFLIDILINKSMIMNMOOHORSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Linda Stotenbur - Financial Advisor | TrueAdvisor