Edward Jones
33yrs
Top advisor by experience in Monroe
30yrs
Stuart Seffrood
Financial advisor at Ameriprise Financial Services
At a glance
Experience30 years (since 1997)
How that compares ?Top 14% by experience in Monroe
Office1505 9th St, Monroe, WI 53566
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowAmeriprise Financial Services, LLCCurrent firm
- 2016 – 2026BFC Planning, Inc.Previously
- 2012 – 2016LPL Financial LLCPreviously
- 2007 – 2012Edward JonesPreviously
- Jan 2006 – Jan 2007FFP Advisory Services Inc.Previously
- Jun 2004 – Jan 2006American General Securities IncorporatedPreviously
Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stuart
How do I contact Stuart?
Call Ameriprise Financial Services at 612-671-3131 and ask for Stuart Seffrood. Stuart works from the Monroe, WI office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 1997, about 30 years. Top 14% by experience in Monroe.
What licenses does Stuart hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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