Michael Richard Degroat

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

• 07/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Richardson, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

Board of Directors; Dallas Referrals Network; Treasurer; NA, ,; ; ; 10 to 19 hours per month; / White Rock Center of Hope; Immediate Past Chair; 10021A Garland Road, , Dallas, TX, 75218; Not Investment-Related; 11/01/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Financial Planning Advisory Council; I have been asked to serve as an inaugural member of the LeTourneau University's (my alma mater) Financial Planning Advisory Council. This council will help guide curriculum of the new Financial Planning degree program the university is beginning. This is an unpaid role. Expected time commitment is 2-3 meetings per year, likely one per semester.; 2100 S Mobberly Ave, , Longview, TX, 75606; Not Investment-Related; 06/30/2026; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-30

Other Names

• Michael Richard Degroat
• Michael Richard Degroat
• Michael Richard Degroat
• Michael Degroat