David Jerard Mickelson

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

• 05/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Bismarck, ND
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Kearney, NE

Other Businesses

Business Ownership; DRW Resources; Owner; Investment and management of oil & gas mineral rights and working interests.; 1504 E 57th Street Pl, , Kearney, NE, 68847; Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Kearney/Buffalo County CASA; Board member; 16 West 11th Street, , Kearney, NE, 68847; Not Investment-Related; 01/02/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Cirksena, Knight, Jacobson, Sieps, and Kresse L.L.P.; Employee financial advisor; Manage advisory business; 1935 N 120th St, , Omaha, NE, 68154; Investment-Related; 04/24/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-20

Other Names

• David J Mickelson