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Our financial advice team


Steven Peterson Ameriprise Financial Advisor

Steven Peterson

MSF, CRPC®, CLTC®

Financial Advisor

Chartered Retirement Planning CounselorSM
MavenCross Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Interests

  • Golfing
  • Fishing
  • Traveling
  • My wife and I spend most of our time in the summer at the lake.
  • In the fall, my Saturdays are usually spent cheering on the Alabama Crimson Tide.

Community participation

  • Riverchase United Methodist Church, Member

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • MSF Master of Science in Finance
  • CLTC® Certified Long Term Care®
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination

Education

  • Master of Science, Finance - The University of Alabama
  • Bachelor of Science, Finance - The University of Alabama

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc. (Birmingham, AL), 1997-Present
  • Manager/Coach, Ameriprise Financial Services, Inc. (Birmingham, AL), 2000-2001
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