Michael Robert Howe

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

• 08/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Edina, MN
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Edina, MN

Other Businesses

Real Estate Ownership; Lot/Land; Prospect, NY, ,; ; 02/15/1983. Business Ownership; West Metro Advisors LLC; ; Ameriprise offices; 8325 Wayzata Blvd, Ste 100 Golden Valley, MN 55426, ,; Not Investment-Related; 10/14/2016; 40 to 59 hours per month; 40 to 59 during trading hours / Triad LLC (TBD); ; LLC is set up for expenses and liabilities of our practice; 8325 Wayzata Blvd. Suite 100Golden Valley MN 55426, ,; Not Investment-Related; 08/24/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; IWM LLC; I am a Financial Advisor and a member of the team here at IWM. ; Manage advisory business; 7701 France Avenue South, Ste 675, Edina, MN, 55435; Investment-Related; 01/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Jackpine Savages, musical group; I play in a band that occasionally earns a fee for playing.; None, ,; ; 10/08/2005; 1 to 9 hours per month; / Music groups; As noted in previous OBA reports, I play in a number of musical groups, not just the Jackpine Savages. I am frequently paid for gigs we play. We also play many free gigs for charities in the area: Veterans' groups, Women's Breast Cancer Awareness events, among others. ; 4013 Grand Chevalle Parkway, , Chaska, MN, 55318; Not Investment-Related; 06/11/2005; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-07-20

Designations

• Certified Financial Planner