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CFP
MK
CFP

Michael Kelley

Ameriprise Financial Services, LLC
13 Years of Experience
Glastonbury, CT
Broker
View SEC Summary
View SEC Summary

Michael Kelley is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Glastonbury, CT, with 13 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

628 Hebron Ave Ste 301, Glastonbury, CT, 06033

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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 owns two businesses: one at 68 Deforest Dr. and Eleven Six Ventures. Both are investment-related and take about 10-20% of Michael's time each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 7 mos
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Edward Jones
February 2020 - March 2021 · 1 yr 1 mo
Edward JonesBroker
January 2020 - March 2021 · 1 yr 2 mos
Lincoln Financial Distributors, INC.Broker
June 2013 - November 2019 · 6 yrs 5 mos
State Registrations30 states
AZCACTDCFLGAHIIDILMAMDMEMNMTNCNHNJNMNVNYOHPARISCTNTXVAVTWAWI
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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