Michael Kloubec
Michael Kloubec is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Buffalo, MN, with 31 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
2 Division St East, Ste 201, Buffalo, MN, 55313-1772
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2023Customer Dispute
April 2006Customer Dispute
January 2003Other Business Activities
Michael owns a business and serves as Committee Chair for Kloubec. He dedicates minimal time to the business and a few hours per week to Kloubec.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations19 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.
Exams
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