Michael Peter Brunn

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Fort Worth, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fort Worth, TX

Other Businesses

Real Estate Ownership; Multi-Family; 8122 Village Harbor Dr., , Cornelius, NE, 28031; Not Investment-Related; 06/01/2000 / Multi-Family; 958 W. 1st St., , Charlotte, NE, 28202; Not Investment-Related; 04/12/2008 / Single Family; 3815 Jasmine Fox Ln, , Arlington, TX, 76005; Investment-Related; 12/28/2017. Independent Insurance Brokering; Aetna; 09/29/2015; / Blue Cross/Blue Shield; 11/14/2022; / United Healthcare; 09/29/2015; Group. Business Ownership; Sagacity Racing Stables, LLC; Manager; Thoroughbred Racing Partnership; 1231 Blue Lake Blvd.Arlington, TX 76005, ,; Not Investment-Related; 09/01/2018; 1 to 9 hours per month; 0 during trading hours / Michael P. Brunn Management, LLC.; Owner; Pass through entity for Ameriprise Financial 1099 compensation.; 1231 Blue Lake Blvd, , Arlington, TX, 76005; Investment-Related; 02/15/2023; 0 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-04
• S65 Uniform Investment Adviser Law Examination
  1998-09-04

Other Names

• Michael Peter Brunn