Stephanie Rose Taddey
Investment adviser representative at Ameriprise Financial Services, LLC
9 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
9 years in the industry.
- Ameriprise Financial Services, LLCNov 2024 to now
- Ameriprise FinancialJun 2024 to now
- Whole Foods MarketJan 2024 to Jun 2024
- Atomix LogisticsJul 2023 to Dec 2023
- Northwestern MutualJan 2022 to Jun 2022
- University of Wisconsin - MadisonJun 2019 to May 2024
- TargetSep 2017 to Nov 2021
- Cousins SubsSep 2016 to Sep 2017
- Greenfield High SchoolJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7323271
- Firm CRD
- 6363