Advisor profile


My approach

James Stotenbur - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

James Stotenbur - My approach photo

Areas of focus

  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional®
  • CLTC® Certified Long Term Care®

Education

  • BS in BA, Personal Financial Planning. Central Michigan University 1998

Interests

Spending time with my wonderful family: Wife Linda and daughters Alexandra and Amanda. Scuba diving, golfing, camping, water-skiing, snow-skiing.

Awards & recognition

  • Ameriprise Circle of Success, 2016-2018