Best-in-State · rank 32 · Birmingham, Alabama · listed firm: Ameriprise Financial Services
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services, LLC” — sec_finra_regulatory
- Parent company — Ameriprise Financial, Inc. (high)
- “Registered with Ameriprise Financial Services, LLC (CRD# 6363)” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Registered with Ameriprise Financial Services, LLC (CRD# 6363) since 05/03/1991” — sec_finra_regulatory
- Team name — Hudson & Windle Private Wealth (high)
- “Hudson & Windle Private Wealth Team” — firm_official
- Team size — gap: not_found_after_search
- CRD — 1785280 (high)
- “CRD Number: 1785280” — sec_finra_regulatory
- Years experience — 35 (high)
- “Registered with Ameriprise Financial Services, LLC (CRD# 6363) since: 05/03/1991” — sec_finra_regulatory
- Designations — CFP, ChFC, CFS, CRPC, CEPA, RICP, APMA (high)
- “CFP®, ChFC®, CFS®, CRPC®, CEPA®, RICP®, APMA®” — social_or_third_party_db
Book of business
- Team AUM ($M) — 960 (high)
- “Team Assets (Custodied): $960M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 8.75 (high)
- “Typical Net Worth of Relationships: $2.5-15M” — forbes_shook
- Client niche — business owners and executives (high)
- “specializes in comprehensive wealth strategies for high-net-worth individuals with focus on retirement income planning and tax-efficient strategies. Business Owners: Primary niche includes entrepreneurs and small busines” — firm_official
- Custodians — not_applicable (high)
- “Ameriprise Financial Services, LLC (CRD# 6363)” — sec_finra_regulatory
- Fee model — not_public (high)
- “Ameriprise Financial Services operates under wirehouse compensation model” — firm_official
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/team/hudson-windle/financial-advice-team/steven.m.hudson/ (high)
- “Hudson & Windle Private Wealth Team online at Ameriprise Advisors” — firm_official
- Value proposition (verbatim) — A private wealth advisory practice of Ameriprise Financial Services, LLC offering personalized financial advice to help clients reach their financial goals. (high)
- “A private wealth advisory practice of Ameriprise Financial Services, LLC” — firm_official
- Differentiators — Exit planning expertise (CEPA certification), 38 years wealth management experience, 5.0/5 client satisfaction rating, Comprehensive wealth strategy across estate, retirement, and business planning, Named to Barron's Top 1,200 advisors 2017-2023 (high)
- “As a CEPA, Hudson is equipped with the training, skills, and tools needed to strengthen relationships with business owners” — firm_official
- “Named to 'Barron's Top 1,200 Financial Advisors' (2017-2023)” — firm_official
- Content marketing — active (high)
- “Monthly newsletters on Markets & Economy insights and personal finance/retirement planning topics, Financial calculators in the digital tools section, Videos and downloadable resources library, Market and economic insigh” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/steven-hudson-cfp-chfc-crpc-cfs-apma-0330b7a (high)
- Social presence — linkedin_active (high)
- “LinkedIn URL present and active with recent professional updates and client testimonials” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (rank 32), Forbes Best-in-State Wealth Advisors 2022, 2024, 2025, Barron's Top 1,200 Financial Advisors 2017-2023, Ameriprise Circle of Success 2019 (high)
- “Ranked #32 on the 2026 list. Named to the list for 2022, 2024, 2025, and 2026” — forbes_shook
- “Named to 'Barron's Top 1,200 Financial Advisors' (2017-2023)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “No distinct company logo — the site uses Ameriprise Financial's corporate branding” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Corporate professional aesthetic with navy blue and white color scheme consistent with Ameriprise Financial branding. Clean layout with professional advisor photography and sans-serif typography conveying trust and stability. (high)
- “Corporate professional aesthetic featuring a navy blue and white color scheme consistent with Ameriprise Financial's identity. Clean layout with professional advisor photography and sans-serif typography that conveys tru” — firm_official