Michael Andrew Fitzmorris

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Ann Arbor, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Ann Arbor, MI

Other Businesses

Real Estate Ownership; Multi-Family; 907 Evelyn Court, , Ann Arbor, MI, 48103; Not Investment-Related; 04/03/2001. Business Ownership; Michael Andrew Fitzmorris & Assoc, Inc; Administration of financial services practice.; Business administration to help with expenses associated with my financial planning practice.; 905 Evelyn Court, , Ann Arbor, MI, 48103; Not Investment-Related; 01/01/2007; 1 to 9 hours per month; 0 during trading hours / Gang of Wolverines; Administrative duties to maintain professional office space for financial planning practice.; Administrative entity to maintain professional office space for financial planning practice.; 4750 Venture Drive, Suite 150, , Ann Arbor, MI, 48108; Not Investment-Related; 07/31/2018; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Child Care Network; Board member, Vice President; 3941 Research Park Drive, , Ann Arbor, MI, 48108; Not Investment-Related; 12/01/2020; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Lease for parking area; Lease a corner of our home in Palm Springs to allow faculty and staff parking for the neighboring school.; 67700 Carey Road, , Cathedral City, CA, 92234; Not Investment-Related; 10/01/2017; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-13

Designations

• Certified Financial Planner

Other Names

• Drew Fitzmorris