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Mikeal Davis

Ameriprise Financial Services, LLC
32 Years of Experience
Salem, OR
1 DisclosureBroker
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Mikeal Davis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Salem, OR, with 32 years of industry experience. Mikeal 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

528 Cottage St Ne, Ste 300A, Salem, OR, 97301

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mikeal owns real estate and another business. He also serves as an Elder on the Board of Directors for Davis, dedicating about 10-20% of his time, some of which occurs during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2017 - Present · 9 yrs 7 mos
Ameriprise Financial Services, LLC
March 1994 - Present · 32 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 1994 - Present · 32 yrs 7 mos
Previous Registrations
Ids Life Insurance CompanyBroker
March 1994 - July 2006 · 12 yrs 4 mos
State Registrations21 states
ALAZCACOCTFLGAHIIDMNMONCNJNMORPATXUTVAWAWI
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.
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