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Steven Frederick, Private Wealth Advisor serving the Seven Hills, OH area - Ameriprise Advisors

Steven Frederick

Private Wealth Advisor

Oak Tree Wealth Partners

An Ameriprise Private Wealth Advisor

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Ext. 230
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Domestic Partner Planning

Education

  • Chartered Retirement Planning Counselor, 2005

Awards & recognition

  • Ameriprise Circle of Success, 2004-2020
  • Five Star Wealth Manager, 2014-2017, 2019-2022

Community participation

  • Make-A-Wish Foundation
  • St. Mathis Church

Interests

  • Spending time with family
  • Golf
  • Hockey

My photos

5 albums
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Connect with us

216.353.0750 Ext. 295

Steven Frederick may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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