SH
ChFC
SH
ChFC

Stephen Husten

33 Years of Experience
St. Louis Park, MN
BrokerSells Insurance

Stephen Husten is a ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in St. Louis Park, MN, with 33 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

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

5775 Wayzata Blvd Ste 700, St. Louis Park, MN, 55416

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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 ActivitiesSells Insurance

Stephen is an insurance agent/financial professional with Midwest Secure Retirement since 2017, offering insurance products and spending about 10-20% of his time there. He is also an agent with U.S. Business Consulting since 2022, providing financial services and spending a few hours per week there.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLC
August 2021 - Present · 5 yrs 2 mos
Ameritas Investment Company, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Ameritas Advisory Services
August 2021 - November 2021 · 3 mos
Oneamerica Securities, INC.
July 2017 - August 2021 · 4 yrs 1 mo
Oneamerica Securities, INC.Broker
June 2017 - August 2021 · 4 yrs 2 mos
Ameriprise Financial Services, INC.Broker
April 2014 - April 2016 · 2 yrs
Woodbury Financial Services, INC.Broker
November 2005 - May 2013 · 7 yrs 6 mos
Ameriprise Financial Services, INC.Broker
August 1991 - October 2005 · 14 yrs 2 mos
Ids Life Insurance CompanyBroker
August 1991 - October 2005 · 14 yrs 2 mos
State Registrations4 states
COFLMNWI
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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