Michael Z. Curtis

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

• 02/2015 → 11/2016
  Victorinox Swiss Army, Inc.
  Bridgeton, MO
• 11/2016 → 09/2025
  Assetmark Financial Holdings, Inc.
  University City, MO
• 11/2016 → 09/2025
  Assetmark Brokerage, Llc
  University City, MO
• 10/2025 → Present
  Ameriprise Financial Services, Llc
  Chesterfield, MO

Previous Registrations

• 2016-11-17 → 2025-10-08
  Assetmark, Inc.
  Chicago, IL
  Concord, CA
  Chicago, IL
  University City, MO
• 2014-10-06 → 2014-12-01
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Chesterfield, MO

Other Businesses

Outside Employment; JCM; Employee Financial Advisor; Manage advisory business; 825 Maryville Centre Dr., Suite 210, Chesterfield, MO, 63017; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-03

Designations

• Certified Financial Planner

Other Names

• Michael Zachary Curtis
• Michael Z. Curtis