Michael Petee

Ameriprise Financial Services, LLC

Madison Heights, MI

CRD 7146831

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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

Authority	Category	Status	Date
MI	RA	APPROVED	2020-09-18

MI RA
APPROVED

Since 2020-09-18

Branch Locations

Madison Heights, MI • United States

Troy, MI • 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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	Troy	MI	06/2019	Present
Dishone	Provo	UT	05/2018	08/2018
Student Painters	Shelby Twp	MI	01/2017	08/2017
Central Michigan University	Mount Pleasant	MI	08/2016	05/2017
Central Michigan University	Mount Pleasant	MI	08/2015	05/2019

06/2019 → Present

Ameriprise Financial Services, Llc

Troy, MI
05/2018 → 08/2018

Dishone

Provo, UT
01/2017 → 08/2017

Student Painters

Shelby Twp, MI
08/2016 → 05/2017

Central Michigan University

Mount Pleasant, MI
08/2015 → 05/2019

Central Michigan University

Mount Pleasant, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-31

S66 Uniform Combined State Law Examination

2020-07-31

View on SEC IAPD

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