Michael Patrick Bacon

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

• 02/2017 → 10/2022
  Fidelity Brokerage Services Llc
  Westlake, TX
• 07/2016 → 01/2017
  Regions Bank
  Bossier City, LA
• 07/2018 → 10/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 04/2024 → Present
  Ameriprise Financial Services, Llc
  Shreveport, LA
• 10/2022 → 04/2024
  Bacon Properties Llc
  Shreveport, LA

Previous Registrations

• 2018-07-13 → 2022-10-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-06-12 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

Real Estate Ownership; Single Family; 610 Erie St, , Shreveport, LA, 71106; Not Investment-Related; 06/16/2025. Outside Employment; Kevin L Murphy, LLC; AFA working with Kevin Murphy, Ameriprise Franchise Advisor; Manage advisory business; 738 N Ashley Ridge Loop, , Shreveport, LA, 71106; Investment-Related; 01/08/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-05

Other Names

• Michael Patrick Bacon
• Michael Patrick Bacon
• Michael Bacon