Stephan Edwards
Stephan Edwards is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Battle Ground, WA, with 13 years of industry experience. Stephan 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
802 SE 14th Ave., Ste 109, Battle Ground, WA, 98604
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2024Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Stephan is an independent insurance broker specializing in long-term care through Genworth Life since 2017. He also has business ownership interests, dedicating minimal time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations42 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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