Michelle Kuokkanen
Michelle Kuokkanen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Brookfield, WI, with 28 years of industry experience. Michelle 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
13890 Bishops Dr, Ste 200, Brookfield, WI, 53005
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business Activities
Michelle owns multiple real estate properties, including multi-family and single-family homes, dating back to 2007. These activities are investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations6 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
More Advisors
- Robert DonatoAmeriprise Financial Services, LLC
- Laurie UfnowskiAmeriprise Financial Services, LLC
- Kenneth Lobins, CFPAmeriprise Financial Services, LLC
- Christine King, CFPAmeriprise Financial Services, LLC
- Rick Napholz, CFPAmeriprise Financial Services, LLC
- Peter KontichAmeriprise Financial Services, LLC