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CFP
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CFP

Steven Hebert

Ameriprise Financial Services, LLC
33 Years of Experience
Edina, MN
Broker
View SEC Summary
View SEC Summary

Steven Hebert is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 33 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

6550 York Ave S Ste 100, Edina, MN, 55435-2332

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Steven owns a business at 2115 Kings Valley Rd W Golden Valley, MN since 2013, spending about 10-20% of his time. He also works for BDLR Group, INC since 2017, dedicating about 60 hours per month, all during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 10 mos
Ameriprise Financial Services, LLC
December 2014 - Present · 11 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
January 2011 - June 2014 · 3 yrs 5 mos
Ameriprise Financial Services, INC.Broker
October 1990 - May 2009 · 18 yrs 7 mos
Ids Life Insurance CompanyBroker
October 1990 - July 2006 · 15 yrs 9 mos
State Registrations1 state
MN
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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