Unclaimed
Steven Harry Prottsman is a financial advisor at Ameriprise Financial Services, LLC. Steven has been in the financial services industry for over 35 years. Steven is registered with the state of Iowa and is a registered representative with FINRA. Steven has passed the Series 63, SIE, and Series 7 exams. Steven has experience providing financial advice to individuals, families, and businesses. Steven also provides investment advice to trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Steven is committed to helping clients achieve their financial goals.
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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IA
01/01/1999 - Present
Ameriprise Financial Services, LLC (ALGONA IA)
MN
12/23/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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