Steven Ronald Bentley

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

• 04/2015 → 07/2021
  Waddell & Reed, Inc
  Silverdale, WA
• 06/1984 → 07/2021
  Steven R Bentley
  Bainbridge Island, WA
• 06/2016 → 07/2021
  Nwetc
  Issaquah, WA
• 09/2016 → 01/2018
  Smile Partners
  Bainbridge Island, WA
• 09/2016 → 01/2018
  Rotary Club Of Bainbridge Island
  Bainbridge Island, WA
• 12/2015 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Bainbridge Island, WA
• 01/2018 → 07/2021
  Montane Group Inc
  Bainbridge Island, WA
• 01/2018 → 07/2021
  Montane Group, Inc.
  Silverdale, WA
• 07/2021 → 03/2025
  Lpl Financial Llc
  Silverdale, WA
• 03/2025 → Present
  Ameriprise Financial Services, Llc
  Silverdale, WA

Previous Registrations

• 2021-07-21 → 2025-03-17
  Lpl Financial Llc
  Silverdale, WA
  Seattle, WA
• 2015-12-02 → 2021-07-21
  Waddell & Reed
  Seattle, WA
  Silverdale, WA
  Silverdale, WA
  Seattle, WA

Other Businesses

Business Ownership; The Montane Group, Inc.; Owner; This is a flow through Business Company, The Montane, Group, Inc. activity allowing me to employe Family members and maintain a 401(k) Plan for staff. This company is used as a place to consolidate Revenue and Employee expenses. This company does not sell or deal directly with Financial Business.; 10705 Silverdale Way Northwest, , SIlverdale, WA, 98383; Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; NWETC; Mentor; Environmental Training; 8937 Miller RD NE, , Bainbridge Is, WA, 98110; Not Investment-Related; 05/01/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-02