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Michael Galati

Investment adviser representative at Ameriprise Financial Services, LLC
13 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

13 years in the industry.

  1. Ameriprise Financial Services, LLCOct 2022 to now
  2. UnemployedSep 2022 to Sep 2022
  3. Bank of AmericaMay 2022 to Aug 2022
  4. UnemployedSep 2021 to Apr 2022
  5. Michigan Financial CompaniesJun 2021 to Aug 2021
  6. UnemployedSep 2020 to May 2021
  7. Merrill LynchJun 2020 to Aug 2020
  8. Rev'd Up FunJun 2018 to May 2020
  9. UnemployedJun 2013 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
7265991
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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