David MickelsonCRD Number: 6063762
Current Firm: Ameriprise Financial Services, Inc.
David Mickelson (CRD# 6063762) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Kearney, NE and has over 5 years of experience in the finance industry.
Oldfather Financial Services LLC
Usadvisors Wealth Management, LLC
|Ameriprise Financial Services, Inc.||Bismarck, ND||May 2012 - Current||6|
|Scheels||Bismarck, ND||Feb 2012 - Jan 2013||< 1|
|Keller Williams Realty||Bismarck, ND||Feb 2011 - Aug 2012||1|
|Scott Financial||Bismarck, ND||May 2007 - May 2011||4|
|Idea Center||Bismarck, ND||May 2010 - Sep 2010||< 1|
|Univeristy Of North Dakota||Grand Forks, ND||Aug 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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