Steven Pearson Latham

Current Employers

Employment History

• 03/2008 → 01/2019
  Rbc Capital Markets Corporation
  Minneapolis, MN
• 01/2019 → 02/2021
  Ameriprise Financial Services, Inc.
  Altoona, WI
• 03/2021 → 04/2025
  Lpl Financial, Llc
  Altoona, WI
• 04/2021 → 04/2025
  Great Valley Advisor Group, Inc.
  Altoona, WI
• 04/2025 → Present
  Private Client Services
  Altoona, WI
• 04/2025 → Present
  Bernicke Wealth Management
  Altoona, WI

Previous Registrations

• 2021-04-20 → 2025-04-28
  Great Valley Advisor Group, Llc
  Altoona, WI
  Woodbury, MN
  Berwyn, PA
• 2019-01-14 → 2021-03-17
  Ameriprise Financial Services, Llc
  Altoona, WI
• 2008-02-13 → 2018-01-03
  Rbc Capital Markets, Llc
  Minneapolis, MN
  Minneapolis, MN
  New York, NY
  Minneapolis, MN

Other Businesses

1) Bernicke Wealth Management. 1565 Bluestem Blvd, Altoona, WI 54720. RIA. 40 hrs/mo; 26 during trading hrs. 2) Eau Claire Golf and Country Club. 828 Club View Ln, Altoona, WI 54720. The Eau Claire Golf and Country Club is a social club focused on golf and events for the Chippewa Valley community. President of the board. Leading board meetings, setting strategic direction, organizing committee meetings, communication with the GM, etc. 5 hrs/mo; 0 during trading hrs. Not investment related. 3) Children's Museum of Eau Claire. 126 N Barstow St, Eau Claire, WI 54703. A nonprofit organization dedicated to providing children with interactive exhibits that foster social and academic growth. Board member. Attend meetings, provide input on strategy. 2 hrs/mo; 0 during trading hrs. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-25

Designations

Other Names

• Steven P Latham
• Steven Pearson Latham
• Steven Latham