Michele Ann Rohde

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

• 06/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Victoria, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Victoria, TX

Previous Registrations

• 2006-10-12 → 2013-06-10
  Edward Jones
  Victoria, TX
  Victoria, TX
  Victoria, TX
  St Louis, MO

Other Businesses

Independent Insurance Brokering; Blue Cross Blue Shield of TX; 07/01/2015; / Foremost; 07/08/2015; / Aetna Health Inc; 07/01/2015; . Business Ownership; Michele Rohde International; Owner; Consulting; 943 Lakeshore Dr Victoria, TX 77905, ,; Not Investment-Related; 01/01/2015; 10 to 19 hours per month; 0 during trading hours / Rohde Financial Group, LLC; Owner; Financial Advisory Practice; 5606 N Navarro St Ste 207 , , Victoria, TX, 77904; Investment-Related; 06/07/2013; 60 hours per month; 60 during trading hours. Outside Employment; Rohde Financial Group; Co-owner; Manage advisory business; 5606 N Navarro St Ste 207, , Victoria, TX, 77904; Investment-Related; 06/13/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Zyia Active Wear; I'm a 1099 rep that could earn commission on sales of active wear, but only buy it for myself & my daughters' dance & gym; this is an active wear company, i buy the gym clothes at a discount as a rep. I don't make enough money with them to get paid, but if I did, it would be 1099 income.; 943 Lakeshore Dr, , Victoria, TX, 77905; Not Investment-Related; 04/30/2025; 0 hours per month; 0 during trading hours. Other Business Activities; co-authored a book/book sales (Title: Women Who Mean Business); I co-authored a book that was published and is for sale at one local book store for aprox $19 a book. My chapter talks about goal setting.; 943 Lakeshore Dr Victoria, TX 77905, ,; Not Investment-Related; 06/12/2012; 0 hours per month; 0 during trading hours / Coaching; Coaching the general public with a target market of professional women: Coaching topics would include: ? achieving work/life balance ? career or business motivation/advancement/consistency creating consistently positive relationships with children/spouse/etc. overcoming fears/blocks & accomplishing similar goals. Utilize the following marketing tools to gain clients: website with merchant account, newsletter, networking events, social media, book, blog/vlog, business cards & fliers all containing general, widely accepted advice non-specific to any individuals specific situation and no specific investment recommendations or specific financial endorsements whatsoever. With respect to financial conversations, if at any time, the coaching clients needs turn from that of a generic topic (mindset, etc) to that of an individual financial or investment nature, they will be encouraged to work with a financial advisor other than myself with 3 references given such as Wells Fargo, Edward Jones, Pro Equities and no further discussion will be made on such a topic within the coaching sessions.; 943 Lakeshore Dr, , Victoria, TX, 77905; Not Investment-Related; 01/05/2015; 10 to 19 hours per month; 0 during trading hours / Design a life you LOVE w/ grace Planner; i've created a planner (annual, monthly, weekly calendars) with inspirational quotes & spaces for goal setting, meal planning, organization & etc that I'd like to sell on my website & eventually amazon.; 943 Lakeshore Dr, , Victoria, TX, 77905; Not Investment-Related; 12/13/2021; 1 to 9 hours per month; 0 during trading hours / Optavia; health coaching using habits of health & meal plans; 943 Lakeshore Dr, , Victoria, TX, 77905; Not Investment-Related; 03/09/2022; 1 to 9 hours per month; 1 to 9 during trading hours / FASTer Way to Fat Loss Coach; I want to switch from using beachbody/BODi fitness & nutrition products to their competitor FASTer Way. I would be a customer & a coach to keep myself accountable to my health/fitness goals & to help others with this & receive discounts on their products/services.; 943 Lakeshore Dr, , Victoria, TX, 77905; Not Investment-Related; 04/29/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-20

Other Names

• Michele Ann Mcclanahan
• Michele Mcclanahan Rohde