Michelle Marie Lacey Feiten

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wayzata, MN
• 11/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
• 08/2018 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 12/2021 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Previous Registrations

• 2018-10-22 → 2021-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
  Wayzata, MN
• 2011-06-07 → 2018-08-27
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Wayzata, MN

Other Businesses

Outside Employment; Dovetail Group LLC; Registered Team Member - Staff; Group Benefits and Payroll Providing Entity; 6550 York Ave S, Suite 100, Edina, MN, 55435; Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-11-16

Other Names

• Michelle Marie Lacey
• Michelle Marie Lacey Feiten
• Michelle Feiten
• Michelle Marie Lacey-Feiten