Michael J Gorman
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCSep 2024 to now
- MaynardsJun 2022 to Jul 2022
- Spring Hill Golf ClubMay 2022 to Sep 2024
- Sp+Nov 2021 to Jan 2022
- University of MinnesotaSep 2021 to May 2024
- Mti DistributingMay 2020 to Aug 2021
- Golden Valley Country ClubMay 2019 to Sep 2020
- Medina Golf and Country ClubMay 2017 to May 2019
- UnemployedApr 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7984559
- Firm CRD
- 6363