Skip to main content

Our financial advice team

Steven Peterson Ameriprise Financial Advisor

Steven Peterson


Financial Advisor

Chartered Retirement Planning CounselorSM
MavenCross Wealth Advisors
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


  • 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


  • 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


  • 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

to receive my newsletters and other financial and market information