Michael Jonathan Wright

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 → 03/2020
  Ameriprise Financial Services, Inc.
  Charlotte, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Rockwell, NC

Previous Registrations

• 2001-12-31 → 2009-05-28
  Citigroup Global Markets Inc.
  Salisbury, NC
  Salisbury, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-27
• S63 Uniform Securities Agent State Law Examination
  1996-06-03

Designations

• Certified Financial Planner

Other Names

• Mike Wright
• Mike J Wright