MH
MH

Michael Howlett

18 Years of Experience
Itasca, IL
Broker

Michael Howlett is a registered investment advisor at Ameriprise Financial Services, LLC, based in Itasca, IL, with 18 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.

Loading...

Location

2 Pierce Place Ste 1700, Itasca, IL, 60143

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
March 2020 - January 2021 · 10 mos
Fidelity Brokerage Services LLCBroker
January 2020 - January 2021 · 1 yr
J.P. Morgan Securities LLC
April 2017 - January 2020 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
April 2014 - January 2020 · 5 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
May 2007 - October 2012 · 5 yrs 5 mos
VALIC Financial Advisors, INC.Broker
September 2006 - January 2007 · 4 mos
State Registrations41 states
AKALARAZCACODCFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNHNMNVNYOHOKPASCTNTXUTVAVTWAWIWV
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.