Michael Eakman
Michael Eakman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Las Vegas, NV, with 13 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
5550 North Painted Mirage Road, Suite 510 Number 11, Las Vegas, NV, 89149
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Michael is a Financial Advisor, Senior Wealth Manager, and CEO at Adaptive Wealth Partners, and an Investment Advisor Representative at Kestra Advisory Services, spending nearly full-time hours on these activities. He also coaches student athletes for Clark County School District, owns real estate through MJ52 Holdings, LLC, and owns family horses through M Squared Performance Horses, LLC, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations18 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.