Steven Link
Steven Link is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Madison, IA, with 34 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
702 Avenue F, Fort Madison, IA, 52627-2913
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2017Customer Dispute
March 2011Customer Dispute
August 2010Customer Dispute
February 2010Customer Dispute
November 2003Other Business Activities
Steven owns commercial real estate and SWL Enterprises, L.C., an LLC to own an office building. He also manages expenses for Link Family, LLC and serves on the board of directors and as president for Link, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations16 states
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.