Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
16yrs
Stephen Rouner
Full name on record: Stephen M Rouner
Financial advisor at Ameriprise Financial Services
Based in Tacoma, Washington, Stephen Rouner is a fiduciary financial advisor with 16 years of industry experience. Stephen joined Ameriprise Financial Services in 2023, after ten years at Merrill and a year at J.P. Morgan Securities. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors in Washington
Office1201 Pacific Ave Suite 1250, Tacoma, WA 98402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther 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.
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2014 – 2023MerrillPreviously
- Oct 2012 – Feb 2014J.P. Morgan Securities LLCPreviously
- Jul 2011 – Oct 2012Chase Investment Services Corp.Previously
Contact Stephen
Local office(253) 503-4333Ask for Stephen. (612) 671-3131Main office · Minneapolis, MN 1201 Pacific Ave Suite 1250Tacoma, WA 98402Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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
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About Stephen
How do I contact Stephen?
Call Stephen’s local office at (253) 503-4333 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Stephen Rouner.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2010, about 16 years. More experience than 57% of advisors in Washington.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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