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Michael Gregory Welch

Ameriprise Financial Services, LLC

Hingham, MA

Duxbury, MA

CRD 4732940

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-23
  • TX RA
    APPROVED_RES
    Since 2020-01-23

Branch Locations

175 Derby St Ste 16, Hingham, MA 02043 • United States

Duxbury, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Hingham MA 09/2005 03/2020
Ameriprise Financial Services, Llc Hingham MA 03/2020 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-16
  • S66 Uniform Combined State Law Examination
    2004-08-16
Other Names
  • Michael Welch

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA

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