Steven Eugene Pohle
Advisor at Ameriprise — Leawood, KS W 115th St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 63
Experience Industry experience
30 years
Location
Leawood, KS 66211-2729
Ameriprise
Institution
Steven Pohle is a CFA® charterholder with 30 years of industry experience. He has been with Ameriprise since 2013, currently serving at their Lees Summit, MO office. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.
Based on Ameriprise
Based on Ameriprise
$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%
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.
Leawood, KS W 115th St
4200 W 115th St Ste 200
Leawood KS 66211-2729
Advisors at this office
37
Kansas · Missouri
30 years of industry experience
Ameriprise Financial Services, LLC
2020 - Present • 6 years
Leawood, KS
Ameriprise Financial Services, Inc.
2013 - 2020 • 7 years
Overland Park, KS
Kestra Investment Services, LLc
2002 - 2013 • 11 years
KS
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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