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Stephen Mcelroy

Advisor at Ameriprise

Updated today

Location

New Concord, OH

Credentials

Series 63, Series 65

Industry experience

32 years

About

Stephen Mcelroy is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Alpha Financial Planning, Inc. outside of his current role. In addition to his advisory work, he co-owns a cattle farm and serves as president of a homeowners association board. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

New Concord, OH

Most active in

Ohio · Texas

Work history

Ameriprise Financial Services, LLC.

2022 - Present (4 years)

Ameriprise Financial Services

2022 - 2022 (1 year)

Ameriprise

2020 - 2020 (1 year)

Alpha Financial Planning, Inc.

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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