Michael Joseph Gagnon

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.
  Monticello, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Monticello, MN

Other Businesses

Real Estate Ownership; Commercial; 501 State Hwy 25Monticello, MN 55362, ,; Not Investment-Related; 02/01/2002 / Lot/Land; Three Undeveloped LotsHwy 12Waverly, MN 55390, ,; ; / Commercial; 503 State Hwy 25 Monticello, MN 55362, ,; Not Investment-Related; 08/21/2012. Business Ownership; Gagnon Properties, LLC; ; Own commercial real estate with my spouse; 501 State Highway 25Monticello, MN 55362, ,; ; ; 1 to 9 hours per month; . Other Business Activities; Howard Lake Orphans Baseball Team; Attend annual meetings, provide input to Orphans Baseball management.; 6701 Gowan Ave SW, Howard Lake, MN 55349, ,; Not Investment-Related; 02/04/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-03-06

Designations

• Certified Financial Planner

Other Names

• Mike Gagnon