Steven Cram (CRD# 2599810) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Zimmerman, MN and has over 29 years of experience in the finance industry.
CRD# 2547796
Ameriprise Financial Services, LLC
CRD# 1873767
Ameriprise Financial Services, LLC
CRD# 1011858
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Zimmerman, MN | Oct 2017 - Current | 6 |
| Securities America, Inc. | Zimmerman, MN | Oct 2017 - Current | 6 |
| First Choice Financial Resource Group | Zimmerman, MN | Jan 2000 - Current | 24 |
| Sii Investments | Appleton, WI | Dec 2001 - Oct 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
| S63 | Uniform Securities State Law Examination | Mar 1995 |
- MN
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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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