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Michael Randolph

Investment adviser representative at Ameriprise Financial Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets

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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

14 years in the industry.

  1. Ameriprise Financial Services, LLCOct 2024 to now
  2. Charles Schwab & Co., Inc.Feb 2023 to Oct 2024
  3. TD Ameritrade Inc.May 2020 to Feb 2023
  4. AmazonApr 2020 to May 2020
  5. Bricktop's Restaurant GroupMar 2020 to Mar 2020
  6. Bar Les FreresMay 2019 to Dec 2019
  7. Gamlin Whiskey HouseJun 2017 to Dec 2018
  8. Baileys RangeMay 2015 to Jun 2017
  9. CollegeAug 2012 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7253584
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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