Steven AhlmerCRD Number: 4482805
Current Firm: Voya Financial Advisors, Inc.
Steven Ahlmer (CRD# 4482805) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Draper, UT and has over 15 years of experience in the finance industry.
Uma Financial Services Inc.
|Glide Financial Group||Steamboat Springs, CO||Dec 2014 - Current||2|
|Voya Financial Advisors||Midvale, UT||Sep 2014 - Current||3|
|Nelson Financial Group||Steamboat Springs, CO||Jan 2011 - Dec 2014||3|
|Ing Financial Partners||Midvale, UT||Apr 2005 - Sep 2014||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV