Steven Shields
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
Are you Steven Shields? Claim your profile
Contact this firm
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
16 years in the industry.
- Ameriprise Financial Services, LLCAug 2025 to now
- Edward JonesNov 2018 to Aug 2025
- UnemployedJul 2018 to Nov 2018
- Majestic Steel USAJan 2018 to Jul 2018
- Trusted Trading LLC, dba Medina Mower Guy, dba Ope-connectNov 2014 to Apr 2018
- Mtd ProductsMay 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7035143
- Firm CRD
- 6363