Stephen Dunnuck
Stephen Dunnuck is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vernon Hills, IL, with 30 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
544 Lakeview Pkwy Ste 100, Vernon Hills, IL, 60061-1888
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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 owns the property where Bison Investment Advisors resides and operates a small hobby farm, dedicating about 10-20% of his time to each. He also serves as a board member for Dunnuck, spending minimal time on this role, and is a co-owner of Bison Investment Advisors, dedicating about a third of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Bison Investment Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Raymond James Financial Services, INC.Broker
Invest Financial CorporationBroker
Banc One Securities CorporationBroker
State Registrations29 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.