Stephen Geribo
Stephen Geribo is a registered investment advisor at Ameriprise Financial Services, LLC, based in La Mesa, CA, with 25 years of industry experience. Stephen 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
7968 El Cajon Blvd., La Mesa, CA, 91942-0605
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Regulatory History
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
Stephen is the Vice-President of Geribo and works as an "other" role at North Island Credit Union, which is investment-related, taking about a quarter of his time. He also coordinates Financial Peace University through his church, dedicating minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
Dunham and Associates Investment Counsel, INC.Broker
H&r Block Financial Advisors, INC.Broker
Underwriters Equity CorporationBroker
Citizens Investment Services CORP.Broker
Fidelity Brokerage Services LLCBroker
Olde Discount CorporationBroker
State Registrations5 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.