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Michael David Pollei

Columbia Management Investment Distributors, Inc.

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About Michael David Pollei

Michael David Pollei is a financial professional with experience in the industry since 2015. Michael is registered with Columbia Management Investment Distributors, Inc., Ameriprise Financial Services, LLC, American Enterprise Investment Services Inc., and Riversource Distributors, Inc. Michael holds the Series 27 and SIE licenses.

Firm Information

Michael Pollei is currently registered with Columbia Management Investment Distributors, Inc.. Columbia Management Investment Distributors, Inc. is a corporation formed in April 1978. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in at least one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Pollei’s Registration & Firm History

MN

03/17/2016 - Present

Columbia Management Investment Distributors, Inc. (Minneapolis MN)

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Licenses & Designations

BC

Issued 11/24/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Pollei.
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