Michael AllenCRD Number: 6149462
Current Firm: Ameriprise Financial Services, Inc.
Michael Allen (CRD# 6149462) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Ameriprise Financial Services,inc||Minneapolis, MN||Mar 2013 - Current||3|
|Wales Instruments||Eagan, MN||Feb 2000 - Feb 2013||13|
|Wurth Baer Supply||Eagan, MN||Sep 2012 - Nov 2012||< 1|
|Mocon Inc.||Minneapolis, MN||Sep 2008 - Jan 2011||2|
|Siemens||Minneapolis, MN||Oct 2007 - Aug 2008||< 1|
|Jobst||Prior Lake, MN||Oct 2006 - Oct 2007||1|
|Ampro||Bloomington, MN||Mar 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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