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- Ameriprise created the Client Experience Survey to give clients an opportunity to rate their satisfaction with a financial advisor using a scale of 1 to 5. Each client has an opportunity to access the Ameriprise Secure Client Site and provide a rating. The client satisfaction score is an average of all client responses for that advisor within a rolling 24-month period and is updated daily. There is no minimum number of responses required for an advisor to receive a rating and advisors may have received unfavorable ratings. Client experiences may vary, and working with any Ameriprise Financial advisor is not a guarantee of future financial results. Investors should not consider the Client Experience Survey score a substitute for their own research and evaluation of a financial advisor’s qualifications.
- Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
- Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
- Steven Duncan 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.
- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
- Ameriprise Financial cannot guarantee future financial results.
- Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
- Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
NFLPA Institutional Financial Advisor
Steven Duncan
An Ameriprise Private Wealth Advisor
CFP®
Private Wealth Advisor
Managing Director
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Steven is a financial advisor, a CERTIFIED FINANCIAL PLANNER™ Practitioner and is a designated NFLPA Institutional Financial Advisor who focuses on wealth management for professional athletes, business owners, and corporate executives. Steven understands the athlete landscape along with the unique financial opportunities it can present. Steven is experienced in helping clients develop plans to increase, protect, and pass their wealth to the next generation.
Background & qualification information is available at FINRA's BrokerCheck website
| Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
Advice to help you achieve what’s most important to you
One to one financial advice based on your goals and needs
We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.