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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Michael Atchison is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the financial industry since 1998 and is registered with FINRA and the state of Minnesota. Paul has been with Ameriprise Financial Services, LLC since 2020. Paul also has experience with Kestra Investment Services, LLC, Ameriprise Financial Services, Inc., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Wells Fargo Brokerage Services, L.L.C., and Forum Financial Services, Inc. Paul provides financial planning, asset allocation services, educational seminars, and portfolio management for individuals and businesses.
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
01/16/2025 - Present
Ameriprise Financial Services, LLC (NEW BRIGHTON MN)
MN
10/12/2017 - 06/04/2018
KESTRA INVESTMENT SERVICES, LLC (St. Paul MN)
MN
05/13/2008 - 09/26/2017
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
MN
11/02/2000 - 08/10/2006
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
CA
07/14/2000 - 10/29/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
12/01/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
ME
08/29/1997 - 11/30/1998
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MN
10/18/1995 - 06/24/1997
IAI SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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