Michael James St Marie

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

• 11/2015 → 05/2017
  Community First Credit Union
  Appleton, WI
• 11/2015 → 05/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2017 → 03/2020
  Ameriprise Financial Services Inc
  New London, WI
• 05/2017 → Present
  Ameriprise Financial Service, Llc
  New London, WI

Previous Registrations

• 2015-11-02 → 2017-05-09
  Cuso Financial Services, L.P.
  Appleton, WI
• 2008-07-28 → 2015-11-10
  Ameriprise Financial Services, Llc
  Madison, WI
  Madison, WI

Other Businesses

Real Estate Ownership; Single Family; 108 E Pine St , , New London, WI, 54961; Not Investment-Related; 10/01/2024. Business Ownership; St Marie Tax Prep; Owner; Tax Preparation; 1503 Cedarhurst Dr, , New London, WI, 54961; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; New London Utility Commission; Member; 400 E. North Water St. New London, WI 54961, ,; Not Investment-Related; 05/15/2018; 1 to 9 hours per month; 1 to 9 during trading hours / MPB Finance Council; Chair: Finance Council; 712 S Pearl St, , New London, WI, 54961; Investment-Related; 08/16/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-24

Other Names

• Michael St. Marie
• Michael James St. Marie