Steven Jerome Schneider

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 12/2018
  Commonwealth Financial Network
  Waltham, MA
• 08/2013 → 12/2018
  Schneider Financial Services
  Dickinson, ND
• 12/2018 → 03/2020
  Ameriprise Financial Services Inc
  Dickinson, ND
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Dickinson, ND

Previous Registrations

• 2013-09-09 → 2018-12-11
  Commonwealth Financial Network
  Dickinson, ND
  Waltham, MA
• 2008-11-03 → 2013-09-18
  Lpl Financial Llc
  Fort Mill, SC
  Dickinson, ND
  Dickinson, ND
  Dickinson, ND
  Bowman, ND
  Hebron, ND
  Taylor, ND
  New Leipzig, ND
  Mandan, ND
  Lincoln, ND
  Glen Ullin, ND
  Bismarck, ND
• 2001-01-30 → 2008-10-30
  Cetera Investment Services Llc
  Dickinson, ND
  Dickinson, ND
  Dickinson, ND

Other Businesses

Outside Employment; LFP Consulting, LLC; Financial Advisor - Assist clientele with financial planning, investments and insurance. Give appropriate recommendations to help client build and protect wealth, always, in the best interest of the client.; Assist clientele with financial planning, investments and insurance. Give appropriate recommendations to help client build and protect wealth, always, in the best interest of the client.; 125 Buckskin Ave, Ste 200, Bismarck, ND, 58503; Investment-Related; 12/06/2018; 60 hours per month; 60 during trading hours. Other Business Activities; ESGR; Employer Support of the Guard and Reserve (ESGR) is a Department of Defense office that develops and promotes supportive work environments for Service members in the Reserve Components through outreach, recognition, and educational opportunities that increase awareness of applicable laws. It also provides assistance in resolving conflicts between the Service members and their employers.; PO Box 5511, , Bismarck, ND, 58506; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-07

Other Names

• Steven Jerome Schneider