MG
MG

Michael Goldammer

32 Years of Experience
Brookfield, WI
1 DisclosureBroker

Michael Goldammer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 32 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

300 N Corporate Dr Ste 100, Brookfield, WI, 53045

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2020
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLC
June 2023 - Present · 2 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Principal Securities, INC.
May 2020 - June 2023 · 3 yrs 1 mo
Principal Securities, INC.Broker
April 2020 - June 2023 · 3 yrs 2 mos
Morgan Stanley
June 2009 - March 2020 · 10 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2020 · 10 yrs 9 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
April 2006 - April 2007 · 1 yr
Morgan Stanley Dw INC.Broker
August 1993 - April 2007 · 13 yrs 8 mos
State Registrations7 states
AZCAFLNCNJNYWI
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.