Ameriprise Financial Services
39yrs
Top advisor by experience in Huntley
29yrs
Steven Urosevich
Financial advisor at Wells Fargo Advisors
At a glance
Experience29 years (since 1997)
How that compares ?Top 14% by experience in Huntley
OfficeHuntley, IL
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2015 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2009 – 2015Morgan StanleyPreviously
- 2007 – 2009Citigroup Global Markets Inc.Previously
- 2004 – 2007U.s. Bancorp Investments, Inc.Previously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steven
How do I contact Steven?
Call Wells Fargo Advisors at 314-875-3000 and ask for Steven Urosevich. Steven works from the Huntley, IL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1997, about 29 years. Top 14% by experience in Huntley.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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