Michael Lowell Turner

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

• 02/2014 → 03/2020
  Ameriprise Financial Services, Inc.
  Cordova, TN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Cordova, TN

Previous Registrations

• 2012-07-10 → 2014-02-19
  Charles Schwab & Co., Inc.
  Germantown, TN
  Germantown, TN

Other Businesses

Board of Directors; King's Daughters and Sons Home; Board member; 3568 Appling Rd, Bartlett, TN, ,; ; 04/28/2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; self; woodworker - making wood furniture; ; 3735 McFadden Drive, Oakland TN 38060, ,; Not Investment-Related; 02/11/2019; 10 to 19 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-02-01

Designations

• Certified Financial Planner

Other Names

• Mike Turner