Unclaimed
Michael Brunn is a financial advisor with Ameriprise Financial Services, LLC. Michael has been in the financial industry for over 24 years, and has experience in a variety of areas including financial planning, portfolio management, and pension consulting. Michael is licensed in several states including Texas, North Carolina, California, Florida and Pennsylvania. Michael is dedicated to providing personalized financial advice to help individuals and families reach 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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2
TX
01/07/2010 - Present
Ameriprise Financial Services, LLC (Fort Worth TX)
MN
08/24/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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