Unclaimed
Stanley Robert Jahn is a financial advisor in Madison, Wisconsin, with over 40 years of experience in the industry. Stanley has been a registered representative with Ameriprise Financial Services, LLC since 2020. Stanley is also a Certified Financial Planner. Stanley has a strong focus on financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Stanley also has experience with real estate ownership and business ownership, but these activities are not investment-related.
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.
1
2
WI
08/14/1992 - Present
Ameriprise Financial Services, LLC (Madison WI)
MN
04/14/1978 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/14/1978 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
03/27/1978 - 05/07/1978
FPC SECURITIES CORPORATION
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Stanley Jahn is the right advisor for you? Invested Better is here to help.