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CFP
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CFP

Michael Metzger

Ameriprise Financial Services, LLC
23 Years of Experience
Golden Valley, MN
Broker
View SEC Summary
View SEC Summary

Michael Metzger is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Golden Valley, MN, with 23 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

8325 Wayzata Blvd, Ste 100, Golden Valley, MN, 55426

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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 co-owns TC Trailmarkers LLC, a financial planning business, dedicating about a third of his time. He also co-owns West Metro Advisors, LLC, which leases office space, spending minimal time on this activity. Additionally, Michael manages a men's hockey team, collecting fees, and spends about a third of his time on this.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2013 - Present · 12 yrs 11 mos
Ameriprise Financial Services, LLCBroker
December 2003 - Present · 22 yrs 10 mos
Ameriprise Financial Services, LLC
December 2003 - Present · 22 yrs 10 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 2003 - July 2006 · 2 yrs 7 mos
Cronin & CO., INC.Broker
March 2003 - October 2003 · 7 mos
State Registrations36 states
AZCACOCTDCFLGAHIIAILINKSKYMAMIMNMOMTNCNENJNMNYOHOKORPARISCSDTNTXUTVTWAWI
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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