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Michael Patrick Coffield

Ameriprise Financial Services, LLC

Troy, MI

Troy, MI

Troy, MI

CRD 1216018

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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
TX RA APPROVED_RES 2012-10-15
MI RA APPROVED 2010-06-18
  • TX RA
    APPROVED_RES
    Since 2012-10-15
  • MI RA
    APPROVED
    Since 2010-06-18

Branch Locations

900 Wilshire Dr Ste 255, Troy, MI 48084 • United States

900 Wilshire Dr Ste 255, Troy, MI 48084-1637 • United States

Troy, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Business Ownership; Troy Planners; Oversight.; Management / Leasing; 900 Wilshire DR Suite 255, , Troy, MI, 48084; Not Investment-Related; 08/29/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Coffield & Associates, Inc.; Seeing clients & running team.; Manage Ameriprise Business; 900 Wilshire, Suite 255, Troy, MI, 48084; Investment-Related; 06/01/2013; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-01-23
  • S63 Uniform Securities Agent State Law Examination
    1984-01-23
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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