Steven Henry Mcwilliams

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

• 05/2017 → Present
  Ameriprise Financial Services, Llc
  Dallas, TX
• 08/2008 → 05/2017
  Ecolab Inc
  Irving, TX

Other Businesses

Outside Employment; McKinney Soccer Association; Referee - Referee youth/adult soccer matches; Soccer game referee (Official); 321 N Central Ex[ressway #352, , McKinney, TX, 75070; Not Investment-Related; 09/01/2022; 10 to 19 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-24

Other Names

• Steve Mcwilliams