Steven Ballard - Compass Wealth Partners

Steven Ballard - Compass Wealth Partners A private wealth advisory practice of Ameriprise Financial Services, LLC

Steven Ballard
JD, CFP®

Areas of Focus:
Retirement Planning Strategies
Estate Planning Strategies
Executive Compensation and Benefit Strategies
Wealth Preservation Strategies
Charitable Giving
Small Business
Tax Planning Strategies
Saving for Education
Retirement Income Strategies

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
09/02/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

We had a great time at the Empirical & Agape Community Services Charity Golf Tournament this week! ⛳ It was a beautiful ...
08/27/2026

We had a great time at the Empirical & Agape Community Services Charity Golf Tournament this week! ⛳ It was a beautiful day on the course, and even better getting to spend it with great people while supporting an important cause. Thanks to everyone who made the event possible!

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
08/26/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
08/19/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

The advice we provide is backed by more than experience and commitment. It's backed by a firm with the strength and reso...
08/17/2026

The advice we provide is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason we're proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to our clients for the trust you place in us every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way ma...
08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

Address

383 W Steamboat Drive, Ste 103
Dakota Dunes, SD
57049

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

Telephone

+17129000202

Website

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