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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Duane Shepard is a financial advisor with Ameriprise Financial Services, LLC. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. He has been a registered representative for over 35 years. Michael has experience working with clients of all types. He offers various investment advice and financial planning services to individuals, trusts, estates, businesses, insurance companies, charitable organizations, and pension plans. He is licensed to sell securities in Wisconsin, Texas, Florida, Arizona, Illinois, Minnesota, and Tennessee. Michael has a strong background in financial planning, portfolio management, and asset allocation. He is committed to providing personalized advice and helping his clients achieve their financial goals.
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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WI
06/14/1988 - Present
Ameriprise Financial Services, LLC (APPLETON WI)
MN
05/25/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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