John Michael Stoken
Investment adviser representative at Ameriprise Financial Services, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Ameriprise Financial Services, LLCApr 2025 to now
- Iht Wealth Management LLCSep 2021 to Apr 2025
- LPL Financial LLCSep 2021 to Apr 2025
- J & V StokenMay 2018 to Dec 2019
- JP Morgan Securities LLCDec 2017 to Sep 2021
- Charles Schwab & Co., Inc.Jul 2006 to Nov 2017
- Charles Schwab BankJul 2006 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2375044
- Firm CRD
- 6363