Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven William Link is a financial advisor with over 30 years of experience in the financial services industry. Steven is registered with Ameriprise Financial Services, LLC, in both Iowa and Texas. Steven's previous experience includes working at Berthel, Fisher & Company Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Steven has a Series 63 and Series 65 license as well as a Series 7 and SIE license. Steven specializes in providing asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals. Steven's firm, Ameriprise Financial Services, LLC, manages over $479 billion in assets and has a team of over 13,000 licensed agents, investment adviser representatives, and registered representatives. Steven is committed to providing clients with personalized financial advice to help them reach 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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2
IA
10/05/2010 - Present
Ameriprise Financial Services, LLC (FORT MADISON IA)
IA
08/03/1992 - 10/01/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (FT. MADISON IA)
MN
03/20/1992 - 08/10/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/1992 - 08/10/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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