TrueAdvisor
TrueAdvisor
SG
CFP
SG
CFP

Steven Gehrke

Ameriprise Financial Services, LLC
26 Years of Experience
Lakeville, MN
Broker
View SEC Summary
View SEC Summary

Steven Gehrke is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Lakeville, MN, with 26 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
12908 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

17305 Cedar Ave S Ste 220, Lakeville, MN, 55044

Get directions

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.

Learn about disclosures →
Other Business Activities

Steven is involved in several outside business activities. He is the Chief Manager of Someoffice, a pass-through entity leasing office space, a director at Gehrke, and a registered team member/advisor at Summit Management Group, LLC, dedicating about a third of his time to the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 20 yrs
Ameriprise Financial Services, LLC
November 2002 - Present · 23 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2002 - Present · 23 yrs 11 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
American Express Financial Advisors INC.Broker
January 1993 - March 1995 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
January 1993 - March 1995 · 2 yrs 2 mos
State Registrations16 states
AZCACOCTFLIAILMAMNNHNYOHTNTXVAWI
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.
More Advisors
More financial advisors in Lakeville, MN →All financial advisors in Minnesota →