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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mickelson is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 1998. Brian holds a Series 7, Series 63 and SIE licenses. Brian is registered to provide investment advice in 29 states and is also registered to provide investment advice in Minnesota and Texas. Brian has been a financial advisor since 1998 and has experience in a variety of financial planning areas. Brian is a Certified Financial Planner™. Brian's clients include individuals, families, trusts, estates, businesses, charitable organizations, and pension and profit sharing plans. Brian offers a variety of financial planning services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
04/05/2023 - Present
Ameriprise Financial Services, LLC (Plymouth MN)
MN
01/28/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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