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Stephanie Webb

41 Years of Experience
Las Vegas, NV
1 DisclosureBroker

Stephanie Webb is a registered investment advisor at Ameriprise Financial Services, LLC, based in Las Vegas, NV, with 41 years of industry experience. Stephanie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

606 South 9th Street, Las Vegas, NV, 89101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Denied
Other Business Activities

Stephanie owns a rental condo in Long Beach, CA since 2017 and is a board member and secretary for Webb in Las Vegas since 2019. Additionally, Stephanie engages in fiduciary activities and works as a musician/entertainer, playing the banjo.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1993 - Present · 32 yrs 10 mos
Ameriprise Financial Services, LLCBroker
April 1985 - Present · 41 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 2001 - July 2006 · 5 yrs 6 mos
Ids Financial Services INC.Broker
April 1985 - December 1986 · 1 yr 8 mos
State Registrations34 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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