TrueAdvisor
TrueAdvisor
MK
CFP
MK
CFP

Michael Klonsky

Ameriprise Financial Services, LLC
35 Years of Experience
Middleton, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Klonsky is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Middleton, MA, with 35 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

35 Village Rd Ste 500, Middleton, MA, 01949

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLCBroker
June 2022 - Present · 4 yrs 4 mos
Ameriprise Financial Services, LLC
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Commonwealth Financial Network
November 2009 - June 2022 · 12 yrs 7 mos
Commonwealth Financial NetworkBroker
October 2009 - June 2022 · 12 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - October 2009 · 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2009 · 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2006 - April 2007 · 7 mos
Morgan Stanley Dw INC.Broker
April 2001 - April 2007 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - April 2001 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1997 - January 1999 · 1 yr 11 mos
1717 Capital Management CompanyBroker
March 1994 - February 1997 · 2 yrs 11 mos
PFS Investments INC.Broker
November 1992 - April 1994 · 1 yr 5 mos
New England SecuritiesBroker
July 1991 - November 1992 · 1 yr 4 mos
State Registrations10 states
CTFLGAIAMAMENCNHNYRI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Middleton, MA →All financial advisors in Massachusetts →