Michael Goldammer (CRD# 2375371) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 30 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Brookfield, WI | May 2023 - Current | 1 |
| Ameriprise Financial Services | Brookfield, WI | May 2023 - May 2023 | < 1 |
| Principal Securities Inc. | Wauwatosa, WI | Apr 2020 - May 2023 | 3 |
| Principal Life Insurance Company | Wauwatosa, WI | Apr 2020 - May 2023 | 3 |
| Ameriprise Financial Services, LLC | Brookfield, WI | Mar 2020 - Mar 2020 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2020 | 5 |
| Morgan Stanley Smith Barney | Wauwatosa, WI | Jun 2009 - Feb 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Publication of periodicals or newsletters
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