Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Douglas Sandkuhler is a financial advisor with over 20 years of experience in the industry. Steven currently works for Ameriprise Financial Services, LLC. Steven is registered to provide investment advice in 22 states and is also a registered representative in Indiana. Steven is a Series 7, Series 6, Series 63, and Series 65 licensed professional, who also holds the SIE certification. Prior to joining Ameriprise, Steven worked for PrimeVest Financial Services, Inc. and NatCity Investments, Inc. Steven holds a seat on the Board of Directors for Sandkuhler. Steven also has past and current experience working for various companies in roles related to investment. Steven is passionate about helping individuals, families, and businesses achieve their financial goals and provides a variety of financial services, including financial planning, asset allocation services, investment management, and pension consulting.
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
IN
06/22/2017 - Present
Ameriprise Financial Services, LLC (FORT WAYNE IN)
IN
03/08/2007 - 04/24/2009
PRIMEVEST FINANCIAL SERVICES, INC. (FORT WAYNE IN)
IN
04/02/2003 - 02/26/2007
NATCITY INVESTMENTS, INC. (FORT WAYNE IN)
IA
Issued 12/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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