Mitchell Milks
Financial advisor at Ameriprise Financial Services, LLC · Grand Rapids, MI
Last updated 2026-10-10
Claim your profileMitchell Milks is a financial advisor at Ameriprise Financial Services, LLC in Grand Rapids, MI, CRD 7984033. Licenses and exams on the registration: Series 66. IAPD registration began 2024-10-21.
Registration
- CRD number
- 7984033
- Registration status
- Active
- IAPD registration
- 2024-10-21
- Industry Experience
- 1 year
- Work Experience
- 12 years
- States registered
- MI
Licenses and exams
- Series 66
Work history
- 2024-09 to 2025-06 · Equitable Advisors, LLC · New York, NY
- 2023-05 to 2024-05 · Mercantile Bank · East Lansing, MI
- 2024-06 to 2024-08 · Unemployed · Kalamazoo, MI
- 2021-05 to 2022-08 · Meyer C Weiner Company · Portage, MI
- 2021-05 to 2021-08 · University Road House · Kalamazoo, MI
- 2020-06 to 2021-05 · Unemployed · Portage, MI
- 2019-08 to 2020-06 · Olgas Kitchen · Kalamazoo, MI
- 2018-06 to 2018-08 · James E Fulton & Sons Inc. · Kalamazoo, MI
- 2014-09 to 2018-05 · Unemployed · Portage, MI
- 2018-09 to 2019-07 · Unemployed · Portage, MI
- 2022-09 to 2023-04 · Unemployed · Portage, MI
- 2025-06 to Present · Ameriprise Financial Services, LLC · Grand Rapids, MI
Current employment
- Ameriprise Financial Services, LLC · Minneapolis, MN
Ameriprise Financial Services, LLC
- Regulatory AUM
- $660,474,421,776
- Registered advisors
- 12,966
- Offices
- 7,819
- Clients per advisor
- 106.9 (Moderate)
- Average AUM per client
- $476.4K (Low)
- High-net-worth client ratio
- 13.3% (Low)
Ameriprise Financial Services, LLC: advisors, services and reported ETF investments
About
Mitchell Milks is a financial advisor at Ameriprise Financial Services, LLC in Grand Rapids, MI. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Equitable Advisors, LLC, Unemployed, Mercantile Bank, Meyer C Weiner Company, among others.
Ameriprise Financial Services, LLC's firm-level Form ADV reports 12,966 advisors across 7,819 offices; approximately 106.9 clients per advisor, average assets per client of $476,420, and regulatory AUM of $660.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Ameriprise Financial Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Commodity Pool Operator or Trading Advisor
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
3351 Eagle Run Dr NE Ste C, Grand Rapids, MI 49525
5 advisors at this office.
Contact
The firm's filed contact details.
Official record
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