Steven
Gardner

Ameriprise Financial Services, Inc

CRD#2350375
Investment Advisor
in Billings, MT

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About this Advisor

Steven Gardner is a certified financial planner who works out of Billings, Montana, who has been in the industry for 13 years. Gardner is currently employed by Ameriprise Financial Services, Inc. They have spent the entirety of their time as a financial advisor at Ameriprise Financial Services, Inc. Gardner has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Montana and Texas. Ameriprise Financial Services, Inc is a business that has its headquarters in Billings, Montana. It has offices in 161 locations and a total of 13,020 advisors. It controls $244 billion in total assets among its 1,268,997 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Ameriprise Financial Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors depend on the financial services provided. However, fee types charged by Ameriprise Financial Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

742 Grand Ave
Billings, MT 59101

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

MT Average: $5,289,111,388
Total Number of Employees

13,718

MT Average: 157
Total Number of Accounts

1,393,263

MT Average: 8,262
Average Account Size

$178,230

MT Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Steven Gardner Work History

Steven has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Steven Gardner has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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