Michael
Evanoff

Ameriprise Financial Services, Inc

CRD#2675103
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Evanoff is a certified financial planner based in Atlanta, Georgia. Currently a registered investment advisor at Ameriprise Financial Services, Inc, Evanoff has 14 years of work experience. Evanoff maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Evanoff is registered to serve customers in Georgia and Texas. Over the course of their career, Evanoff has held roles at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc and Ameriprise Financial Services. Ameriprise Financial Services, Inc is located in Atlanta, Georgia, and operates out of 161 other brick-and-mortar locations in the nation. As a company, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 client accounts and employs more than 13,020 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3353 Peachtree Rd Ne Ste 920
Atlanta, GA 30326-1412

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

GA Average: $5,289,111,388
Total Number of Employees

13,718

GA Average: 157
Total Number of Accounts

1,393,263

GA Average: 8,262
Average Account Size

$178,230

GA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Michael Evanoff Work History

Michael has 14 years of experience.

2009 - Present (10 years)

Ameriprise Financial Services

2004 - 2009 (5 years)

Banc Of America Investment Services, Inc

2004 - 2009 (5 years)

Banc Of America Insurance Services, Inc

Disclosures

Michael Evanoff has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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