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MY
CFP · ChFC
MY
CFP · ChFC

Michelle Young

Ameriprise Financial Services, LLC
27 Years of Experience
Blaine, MN
Broker
View SEC Summary
View SEC Summary

Michelle Young is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Blaine, MN, with 27 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.

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

2407 109th Ave NE Ste 210, Blaine, MN, 55449-5770

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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

Michelle has several business activities, including business ownership, outside employment at May, Inc., and involvement with TPC ROSE, Children's Legacy Advisors, and Ronald McDonald House Charities. She also participates in filming a TV show about restoring and renting out a building.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2013 - Present · 13 yrs 2 mos
Ameriprise Financial Services, LLCBroker
September 1999 - Present · 27 yrs 1 mo
Ameriprise Financial Services, LLC
September 1999 - Present · 27 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 1999 - July 2006 · 6 yrs 10 mos
The Equitable Life Assurance Society of the United StatesBroker
September 1999 - September 1999 · 0 mos
Eq Financial Consultants, INC.Broker
September 1999 - September 1999 · 0 mos
State Registrations31 states
AZCACODCDEFLGAIAILINKSKYMAMDMIMNMOMTNCNDNENJNYOHRISCSDTNTXUTWI
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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