Tracey Stalter
Tracey Stalter is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Stevens Point, WI, with 24 years of industry experience. Tracey 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
3241A Business Park Dr, Stevens Point, WI, 54482
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracey owns a business at N6621 Cardinal Lane since 2021, spending about 10-20% of their time on it. Tracey is also a board member at Stalter since 2022, dedicating a few hours per week, and is employed outside the firm at SAA LLC since 2017, spending about 60 hours per month on it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Investment Centers of America, INC.Broker
Sii Investments, INC.Broker
Financial Network Investment CorporationBroker
Primevest Financial Services, INC.Broker
State Registrations35 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.