Steven Sandkuhler
Steven Sandkuhler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Wayne, IN, with 22 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
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
6226 Covington Rd, Moore Financial Center, Fort Wayne, IN, 46804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the President of Sandkuhler's Board of Directors since 2020, and a client-facing financial advisor at CPM Group LLC since 2009, spending about 10-20% of his time on each. He also serves as an adult leader for Job's Daughters International of Indiana and on the finance committee for Fort Wayne Country Club, dedicating minimal time to each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Natcity Investments, INC.Broker
State Registrations19 states
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