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Our financial advice team


Steve A Livlanich, Financial Advisor serving the The Woodlands, TX area - Ameriprise Advisors

Steve A Livlanich

Financial Advisor

Associate Vice President
Financial Options Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 4 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Intergenerational Planning

Education

  • BS Bachelor of Science, Finance, University of Colorado

Awards & recognition

  • Ameriprise Client Experience Award, 2021
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Financial Advisor, FPS, Morgan Stanley, The Woodlands, TX, 2012-2020
  • Director of Fixed Income Trading, Montecito Advisors, Boca Raton, FL, 2012-2012
  • Vice President, FMSbonds Inc., Boca Raton, FL, 2007-2012
  • Licensed Fixed Income Trading Specialist, WM Financial Services Inc., West Palm Beach, FL, 2005-2007
  • Institutional Sales & Trading, Account Executive, J.P Turner & Company L.L.C., Boca Raton, FL, 2004-2005