Steven Brandt
Steven Brandt is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Minnetonka, MN, with 23 years of industry experience. Steven 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
10900 Wayzata Blvd Ste 150, Minnetonka, MN, 55305
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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
Steven owns real estate, including investment-related property, and helps his children run a firewood, eggs, and produce business. He is also a co-owner of Clear View Tax Solutions, Inc., a Vice President at Brandt, is involved with G&A Partners and Advisor Professional Services, Inc., and participates in a leadership advisory group for his gym.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Riversource Distributors, INC.Broker
Riversource Investments
Riversource Fund Distributors, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations35 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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