MK
MK

Michael Kohler

31 Years of Experience
Troy, MI
Broker

Michael Kohler is a registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, with 31 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1441 W Long Lake Rd, Ste 250, Troy, MI, 48098-4436

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2015 - Present · 11 yrs 1 mo
Ameriprise Financial Services, LLC
March 2014 - Present · 12 yrs 2 mos
Ameriprise Financial Services, LLCBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2010 - March 2014 · 4 yrs
Ameriprise Financial Services, INC.Broker
October 2009 - November 2009 · 1 mo
Ameriprise Advisor Services, INC.Broker
June 1994 - October 2009 · 15 yrs 4 mos
State Registrations6 states
ARMAMIMTUTVA
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.
Michael Kohler - Financial Advisor | TrueAdvisor