Steven Ballard, CFP<sup>&reg;</sup> - Financial Advisor

Steven Ballard, CFP®

JD CRPC® AWMA®

Private Wealth Advisor

COMPASS WEALTH PARTNERS, Private wealth advisory practice with Ameriprise Fin'l

383 W. Steamboat Dr., Ste. 103
Dakota Dunes, SD 57049
FINANCIAL ADVISOR'S WEBSITE
(605) 232-6035

General

Steven Ballard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at COMPASS WEALTH PARTNERS, Private wealth advisory practice with Ameriprise Fin'l in Dakota Dunes, SD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - Chartered Retirement Planning CounselorSM & Accred

Insurance Licenses

  • Life insurance: AR, AZ, IA, IN, MN, NE, OH, SD, WA
  • Health/disability insurance: AR, AZ, IA, IN, MN, NE, OH, SD, WA
  • Fixed annuities: AR, AZ, IA, IN, MN, NE, OH, SD, WA
  • Variable annuities: AR, AZ, IA, IN, MN, NE, OH, SD, WA

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

AR License #2002943

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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