Steve Rice

Best-in-State · rank 63 · Birmingham, Alabama · listed firm: Wells Fargo Advisors

Identity & firm

Firm — Wells Fargo Advisors (high)
- “Wells Fargo Advisors” — forbes_shook
Parent company — Wells Fargo (high)
- “Wells Fargo & Company” — firm_official
Firm type — wirehouse (high)
- “Wells Fargo Advisors” — forbes_shook
Team name — Iron City Wealth Management Group (high)
- “Iron City Wealth Management Group of Wells Fargo Advisors” — firm_official
Team size — 8 (high)
- “Steve Rice (Managing Director - Investments), William Bridell, Nathan Collums, Drew Cundiff, Jim Kline, Michael J. Tylavsky, III, Jamie M. Holman (CFP), Sam Kline (CFP®, RICP®)” — firm_official
CRD — gap: not_public
Years experience — 35 (high)
- “Started career in private banking and transitioned to wealth management in 1997 via PaineWebber” — firm_official
Designations — CRPS, other:Senior PIM Portfolio Manager, other:Private Wealth Financial Advisor (high)
- “CRPS® (Certified Retirement Planner Specialist), Senior PIM Portfolio Manager, Private Wealth Financial Advisor” — firm_official

Team AUM ($M) — 2000 (high)
- “Team Assets (Custodied): $2B” — forbes_shook
Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $1.5-25M” — forbes_shook
Client niche — retirees, corporate executives, business owners, foundations, nonprofits, corporations (high)
- “Individuals, families, and business owners align their wealth with what matters most” — firm_official
Custodians — not_applicable (high)
- “Wells Fargo Advisors” — firm_official
Fee model — not_public (high)

Website url — https://fa.wellsfargoadvisors.com/iron-city-wealth-management-group/ (high)
- “https://fa.wellsfargoadvisors.com/iron-city-wealth-management-group/” — firm_official
Value proposition (verbatim) — A deliberate, planning-first approach to help bring clarity and structure to your financial life (high)
- “A deliberate, planning-first approach to help bring clarity and structure to your financial life” — firm_official
Content marketing — none (high)
- “No dedicated blog, newsletter, or podcast specifically associated with Iron City Wealth Management” — firm_official
Has podcast — no (high)
- “No podcast hosted by Steve Rice or Iron City Wealth Management” — firm_official
Books published — 0 (high)
- “No books authored by Steve Rice identified; search for Steven M. Rice as author of Series 7 for Dummies is a different person” — firm_official
Linkedin url — gap: not_found_after_search
Social presence — gap: not_found_after_search

Has distinct logo — no (high)
- “Iron City Wealth Management Group uses Wells Fargo Advisors corporate branding” — firm_official
Logo url — https://fa.wellsfargoadvisors.com/assets/images/wfa-logo.png (medium)
- “Wells Fargo Advisors corporate logo” — firm_official
Visual brand notes — Wells Fargo corporate branding; blue and gold palette with serif typography; no distinct team visual identity (high)
- “Wells Fargo Advisors corporate visual standards applied throughout team site” — firm_official