Steven Donney (CRD# 2689660) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harmony, MN and has over 28 years of experience in the finance industry.
CRD# 2367610
Ameriprise Financial Services, LLC
CRD# 5914520
Primerica Advisors
CRD# 6458287
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Harmony, MN | Jan 2014 - Current | 10 |
| First Southeast Bank | Harmony, MN | Jun 1999 - Current | 24 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 1999 - Current | 24 |
| Harmony Firemans Relief Assoc. | Harmony, MN | Jan 1993 - Current | 31 |
| Harmony Fire Department | Harmony, MN | Jun 1985 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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