Steve Sadler
Steve Sadler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 25 years of industry experience. Steve 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
1111 N 102nd Ct, Ste 320, Omaha, NE, 68114-2194
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business Activities
Steve has a business ownership activity that is not investment-related. He spends about 10-20% of his time on this, including a few hours per week during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Pioneer Funds Distributor, INC.Broker
State Registrations41 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.
Exams
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