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

Steven Frederick

Private Wealth Advisor

Oak Tree Wealth Partners

An Ameriprise Private Wealth Advisor

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. | 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


  • 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


  • Spending time with family
  • Golf
  • Hockey