Brockton Michael Yoder
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJun 2025 to now
- LPL Financial LLCJun 2024 to Jun 2025
- State Bank of LiztonJun 2024 to Jun 2025
- Capital Group / American Funds Distributors, Inc.Aug 2022 to May 2024
- UnemployedMay 2022 to Aug 2022
- Edward JonesJan 2021 to Aug 2021
- Stair SuppliesMay 2020 to Aug 2020
- Stair SuppliesMay 2019 to Dec 2019
- Purdue UniversityAug 2018 to May 2022
- Stair SuppliesJun 2018 to Aug 2018
- Walmart SupercenterJun 2017 to Sep 2017
- Tractor SupplyAug 2016 to Nov 2016
- Goshen High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7325229
- Firm CRD
- 6363