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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Ameriprise Financial Services, Inc. 14 years Sep 2005 - Present
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Stephen Michael Schad?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 20, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ameriprise Financial Services, Inc.

Last updated on May 16, 2019
    • $248.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $178.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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