Mitchell Milks

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

• 09/2024 → 06/2025
  Equitable Advisors, Llc
  New York, NY
• 05/2023 → 05/2024
  Mercantile Bank
  East Lansing, MI
• 06/2024 → 08/2024
  Unemployed
  Kalamazoo, MI
• 05/2021 → 08/2022
  Meyer C Weiner Company
  Portage, MI
• 05/2021 → 08/2021
  University Road House
  Kalamazoo, MI
• 06/2020 → 05/2021
  Unemployed
  Portage, MI
• 08/2019 → 06/2020
  Olgas Kitchen
  Kalamazoo, MI
• 06/2018 → 08/2018
  James E Fulton & Sons Inc.
  Kalamazoo, MI
• 09/2014 → 05/2018
  Unemployed
  Portage, MI
• 09/2018 → 07/2019
  Unemployed
  Portage, MI
• 09/2022 → 04/2023
  Unemployed
  Portage, MI
• 06/2025 → Present
  Ameriprise Financial Services, Llc
  Grand Rapids, MI

Previous Registrations

• 2024-10-21 → 2025-06-26
  Equitable Advisors, Llc
  Kalamazoo, MI
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-10-17

Other Names

• Mitchell Milks
• Mitchell Eric Milks