Michael Kolis

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

• 09/2019 → 11/2022
  Jpmorgan Chase Bank N.A.
  Clayton, MO
• 09/2019 → 11/2022
  Jpmorgan Securities Llc
  Clayton, MO
• 02/2018 → 03/2019
  Pnc Bank
  Saint Louis, MO
• 10/2016 → 01/2017
  Target
  Chesterfield, MO
• 10/2017 → 02/2018
  Lowe's
  Chesterfield, MO
• 05/2016 → 10/2016
  Best Buy
  Chesterfield, MO
• 07/2016 → 08/2017
  Dickinson Financial Corporation
  Chesterfield, MO
• 02/2017 → 04/2017
  Bmo Financial Group
  Saint Louis, MO
• 01/2020 → 11/2020
  Upper Limits Rock Climbing Gym
  Chesterfield, MO
• 05/2021 → 09/2021
  Amazon Flex
  Berkeley, MO
• 12/2022 → 09/2024
  Key Investment Services Llc
  Brooklyn, OH
• 12/2022 → 09/2024
  Keybank
  Carmel, IN
• 03/2019 → 08/2019
  Unemployed
  Saint Louis, MO
• 11/2024 → 10/2025
  The Huntington National Bank
  Indianapolis, IN
• 11/2024 → 10/2025
  The Huntington Investment Company
  Columbus, OH
• 10/2025 → Present
  The Huntington Investment Company
  Columbus, OH
• 06/2026 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-06-06
• S63 Uniform Securities Agent State Law Examination
  2019-11-21

Other Names

• Michael Paul Kolis