Steven Scherer, financial advisor North Canton OH
73 score

Steven Scherer

CRD Number: 5460913
Current Firm: Ameriprise Financial Services, Inc.

Steven Scherer (CRD# 5460913) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in North Canton, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. North Canton, OH Apr 2015 - Current 1
Wabash Lanes Dover, OH Jul 2013 - Apr 2015 1
J.p. Morgan Securities LLC West Lafayette, OH Oct 2012 - Apr 2015 2
Dover-new Phila Building Association Dover, PA Aug 2012 - Apr 2015 2
Chase Investment Services Corp Newcomerstown, OH May 2010 - Oct 2012 2
Guardian Canton, OH Dec 2007 - May 2010 2
Park Ave Securities Canton, OH Dec 2007 - May 2010 2
Unemployed Stradsburg, OH Sep 2007 - Dec 2007 < 1
Palm Harbor Homes Sabina, OH Mar 2007 - Sep 2007 < 1
Skyline Corp Sugarcreek, OH Jun 1991 - Mar 2007 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Steven D. Scherer
Phone Number: 612-671-3131
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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