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CFP
MP
CFP

Michael Pohlod

Ameriprise Financial Services, LLC
31 Years of Experience
Troy, MI
Broker
View SEC Summary
View SEC Summary

Michael Pohlod is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Troy, MI, 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.

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

101 W Big Beaver Rd, Ste 1400 Ofc 1431, Troy, MI, 48084-5295

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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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Other Business Activities

Michael owns commercial real estate and Downtown Property Holdings, LLC, a real estate leasing company. He also has ownership roles in AEMM Family Holdings, Inc. (restaurants) and M&A Transportation, Inc. (trucking), dedicating minimal time to the former and about a third of his time to the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2009 - Present · 17 yrs
Ameriprise Financial Services, LLC
October 2009 - Present · 17 yrs
Ameriprise Financial Services, LLCBroker
October 2009 - Present · 17 yrs
Previous Registrations
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Ameriprise Advisor Services, INC.Broker
September 1995 - October 2009 · 14 yrs 1 mo
State Registrations27 states
ALARAZCACODCDEFLGAHIIAILINKSLAMDMIMSNCNDOHTNTXVAWAWIWV
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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