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Steven B
CFP®, Series 63, Series 65
Dakota Dunes, SD
Ameriprise
Steven Ballard is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds leadership positions in local community associations, including serving as treasurer and president of homeowner organizations. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals typically holding at least $1 million in investable assets, providing detailed, research-based recommendation reports that integrate tax-smart strategies and income planning.
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