TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brian Steele

Ameriprise Financial Services, LLC
28 Years of Experience
Pickerington, OH
Broker
View SEC Summary
View SEC Summary

Brian Steele is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pickerington, OH, with 28 years of industry experience. Brian 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
12955 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

125 Postage Cir, Pickerington, OH, 43147-7000

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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.

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Other Business Activities

Brian is the president/owner of MASE LLC, a rental property company, since 2004, and president/CEO of Echo-Nomics LLC, a sole proprietorship for real estate investing, since 2020. He dedicates minimal time to these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
Huntington Financial Advisors
December 2008 - Present · 17 yrs 10 mos
The Huntington Investment CompanyBroker
December 2008 - Present · 17 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - December 2008 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
Fifth Third Securities, INC.
January 2006 - May 2007 · 1 yr 4 mos
Fifth Third Securities, INC.Broker
May 2001 - May 2007 · 6 yrs
The Huntington Investment CompanyBroker
January 1998 - May 2001 · 3 yrs 4 mos
State Registrations14 states
ALAZFLGAINMIMONCOHPASCTNTXVA
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.
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