Michael Kloubec
Michael Kloubec is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Monticello, MN, with 30 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
9240 State Hwy 25 Ne, Ste A, Monticello, MN, 55362
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, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations18 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.