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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Wilson Lamphear is a financial advisor with Ameriprise Financial Services, LLC. Steve has been in the financial services industry since November 24, 1994. Steve is registered with the state of Oklahoma and Texas. Steve is a registered representative with FINRA and the state of Oklahoma. Steve is also a licensed Investment Advisor Representative. Steve has a wide range of experience and holds licenses in the Series 7, Series 24, Series 53, and Series 63, as well as the SIE and Series 65 examinations. Steve's previous employer was IDS LIFE INSURANCE COMPANY. Steve works with a variety of clients including trusts and estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Steve specializes in financial planning, pension consulting, and asset allocation services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
10/03/2006 - Present
Ameriprise Financial Services, LLC (TULSA OK)
MN
11/25/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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