Steven Allen Horsley
Investment adviser representative at Ameriprise Financial Services, LLC
30 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Ameriprise Financial Services, LLCJul 2024 to now
- MML Investors Services, LLCMay 2023 to Jun 2024
- Massmutual Insurance CompanyApr 2023 to Jun 2024
- Ideal Concepts IncJun 2022 to May 2023
- Brookstone Capital ManagementNov 2019 to Apr 2023
- Jd Mellberg FinancialMay 2019 to Apr 2023
- U.S. Bancorp Investments, Inc.Nov 2018 to May 2019
- U.S. BankNov 2018 to Apr 2019
- Kings Ford IncFeb 2018 to Oct 2018
- Popyachts IncOct 2017 to Feb 2018
- Strategic AdvisersMar 2001 to Jul 2017
- Fidelity Brokerage Services, Inc.Jul 1996 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2656232
- Firm CRD
- 6363