Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Stooksbury is an investment advisor representative with Ameriprise Financial Services, LLC. Chad is registered to offer securities and investment advisory services in Indiana and Michigan. Chad has been in the industry since 2023. Chad is also a Senior Tax Analyst at Cornerstone CPA LLC dba MidCoast Tax and provides tax preparation and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
01/08/2025 - Present
Ameriprise Financial Services, LLC (Merrillville IN)
BOTH
Issued 07/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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