Michelle Lynn Simmons
Investment adviser representative at Ameriprise Financial Services, LLC
15 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Ameriprise Financial Services, LLCJan 2023 to now
- Massmutual Life Insurance CompanyNov 2022 to Jan 2023
- MML Investors Services, LLCNov 2022 to Jan 2023
- Ameriprise Financial Services, Inc.Jul 2017 to Oct 2022
- Orin Green Financial, LLCDec 2016 to Jun 2017
- Ameriprise Financial Services, Inc. dba Orin Green & AssociatesOct 2011 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2944746
- Firm CRD
- 6363