Michael
Maddocks

Ameriprise Financial Services, Inc

CRD#4664979
Investment Advisor
in Draper, UT
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About this Advisor

Michael Maddocks is a financial advisor who works in Draper, Utah, who has been in the industry for 15 years. Maddocks is an advisor for Ameriprise Financial Services, Inc. They have been with Ameriprise Financial Services, Inc for their whole career. Maddocks has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas and Utah. Ameriprise Financial Services, Inc is a financial advisory business headquartered in Draper, Utah. The company has offices in 161 locations and a total of 13,020 financial advisors. It manages $244 billion in total assets between its 1,268,997 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,420 charitable organizations. Of its 1,268,997 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The business offers a number of services, such as 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. Fees for financial advisory services usually depend on which services the firm provides the client. Fees billed by Ameriprise Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

Yes

Office Location

12012 S 700 E Ste 210
Draper, UT 84020-8257

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

UT Average: 157
Total Number of Accounts

1,393,263

UT Average: 8,262
Average Account Size

$178,230

UT 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 Maddocks Work History

Michael has 15 years of experience.

2003 - Present (16 years)

Ameriprise Financial Services, Inc

Disclosures

Michael Maddocks has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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