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Steven Nease

25 Years of Experience
Reno, NV
Broker

Steven Nease is a registered investment advisor at Ameriprise Financial Services, LLC, based in Reno, NV, with 25 years of industry experience. Steven 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

5520 Kietzke Ln Ste 430, Reno, NV, 89511

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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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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Ameriprise Financial Services, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Edward Jones
February 2007 - October 2021 · 14 yrs 8 mos
Edward JonesBroker
March 2001 - October 2021 · 20 yrs 7 mos
Dean Witter Reynolds INC.Broker
May 2000 - March 2001 · 10 mos
State Registrations10 states
AZCAIAINKSNCNVORTXWA
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.
Steven Nease - Financial Advisor | TrueAdvisor