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Steven Hudson

Ameriprise Financial Services, LLC
38 Years of Experience
Vestavia, AL
2 DisclosuresBroker
View SEC Summary
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Steven Hudson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vestavia, AL, with 38 years of industry experience. Steven 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.

Ameriprise Financial Services, LLC
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
—
View Full SEC Brochure

Location

1500 Urban Center Dr, Ste 415, Vestavia, AL, 35242

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History

Regulatory History (2)
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
May 2008
Denied
Customer Dispute
November 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven owns real estate and is a co-owner in a real estate business. He also serves in various roles, including board member, community advisor, advisory board member, president, and fundraising board member for Hudson, dedicating minimal time to each role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 1991 - Present · 35 yrs 5 mos
Ameriprise Financial Services, LLC
January 1988 - Present · 38 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 1988 - Present · 38 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 1988 - July 2006 · 18 yrs 6 mos
State Registrations24 states
ALARAZCACOFLGAILMDMNMSNCNMNVNYOHPATNTXVAWAWIWVWY
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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