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Michael Beckner

22 Years of Experience
Minneapolis, MN
Broker

Michael Beckner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Minneapolis, MN, with 22 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

901 3rd Ave S, Minneapolis, MN, 55402-3367

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is the treasurer for his church since 2018, assisting with counting money. This requires minimal time and does not involve investment advice.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
May 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
May 2018 - Present · 8 yrs
Ameriprise Financial Services, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Scottrade Investment Management
June 2016 - March 2018 · 1 yr 9 mos
Scottrade, INC.Broker
October 2003 - March 2018 · 14 yrs 5 mos
State Registrations5 states
ARMAMIMTUT
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.