Eric Stewart
Eric Stewart is a registered investment advisor at Ameriprise Financial Services, LLC, based in Omaha, NE, with 21 years of industry experience. Eric 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
14301 FNB Pkwy Ste 304, Omaha, NE, 68154
Get directionsHistory
Regulatory History (4)
Regulatory
January 2014Regulatory
April 2013Customer Dispute
October 2010Customer Dispute
September 2010Other Business Activities
Eric owns Stewart Capital, L.L.C. and is a member of Momentum Partners, LLC, managing the Ameriprise business. These activities each take a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameritas Investment CORP.Broker
State Registrations18 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.