Unclaimed
Todd Henry Stump is a financial advisor with Ameriprise Financial Services, LLC. Todd has been in the industry since July 28, 1993. Todd holds Series 63, 66 and 7 securities licenses, and is also licensed in 13 states. Todd specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisors. Todd has been registered with Ameriprise Financial Services, LLC since October 18, 2010.
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
MI
10/18/2010 - Present
Ameriprise Financial Services, LLC (OKEMOS MI)
MN
07/29/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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