Michael Rearden
Michael Rearden is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Charlotte, NC, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4521 Sharon Rd Ste 300, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2003Customer Dispute
June 2001Other Business Activities
Michael owns commercial real estate and another business, dedicating minimal time to each. He also serves on an advisory board for Rutgers University Camden School of Business, spending minimal time, including some during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.