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Michael Powell Ellsworth

Ameriprise Financial Services, LLC

Elgin, IL

Elgin, IL

CRD 2303407

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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:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1997-12-04
  • IL RA
    APPROVED
    Since 1997-12-04

Branch Locations

36 North Mclean Blvd, Elgin, IL 60123 • United States

Elgin, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Elgin IL 09/2005 03/2020
Ameriprise Financial Services, Llc Elgin IL 03/2020 Present
Other Businesses

Real Estate Ownership; Condo Hotel Unit; 111 Center St, Unit 332, Lake Geneva, WI, 53147; Not Investment-Related; 12/01/1999.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-27
S63 Uniform Securities Agent State Law Examination 1993-01-07
  • S65 Uniform Investment Adviser Law Examination
    1998-08-27
  • S63 Uniform Securities Agent State Law Examination
    1993-01-07

View on SEC IAPD

Nearby Firms

MONOTELO WEALTH PARTNERS
SIERENS FINANCIAL GROUP, INC.
AUSDAL FINANCIAL PARTNERS, INC.

Nearby Investors

JAMES PATRICK RICHTER
Scott Michael Sierens
DANIEL MATTHEW LUNDQUIST

Nearby Offices

MONOTELO WEALTH PARTNERS · ELGIN, IL
SIERENS FINANCIAL GROUP, INC. · ELGIN, IL
AUSDAL FINANCIAL PARTNERS, INC. · ELGIN, IL

More in Elgin, IL

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