Who is Michelle Young (CRD#: 3077583)?Everything you need to know about Michelle Young and their accolades
Confetti Wealth’s President and CFP®, BFATM, ChFC®, CDFA®, ADPATM, APMATM, CRPCTM, and CLTC® Private Wealth Advisor is Michelle Young. A division of Ameriprise Financial Services, LLC dedicated to private wealth advisory.
Qualifications of Michelle include-
- CFP® CERTIFIED FINANCIAL PLANNER™
- BFA™ Behavioral Financial Advisor
- ChFC® Chartered Financial Consultant®
- CDFA® Certified Divorce Financial Analyst
- ADPA™ Accredited Domestic Partnership Advisor™
- APMA™ Accredited Portfolio Management Advisor™
- CRPC™ Chartered Retirement Planning Counselor™
- CLTC® Certified Long-Term Care
- MPAS™ Master Planner Advanced Studies™
Education
- University of Minnesota, B.B.A. Finance
- College for Financial Planning, Chartered Retirement Planning Counselor
- Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst
- The American College, Chartered Financial Consultant
Services Provided by Michelle Young:
- Retirement Planning Strategies
- Divorce Financial Planning
- Employee Stock Options
- Executive Compensation and Benefit Strategies
- Estate Planning Strategies
- Charitable Giving
- Saving for Education
- Family Finances
- Small Business
- Domestic Partner Planning
- Women’s Financial Strategies
Awards & Recognition
- Barron’s Top 100 Women Financial Advisors, 2022
- Confetti Wealth, Forbes Best-in-State Wealth Management Teams, 2023
- Forbes Best-in-State Women Wealth Advisors, 2022, 2023
- Barron’s Top 1,200 Financial Advisors, 2021-2023
- Forbes Best-in-State Wealth Advisors, 2018-2023
- Forbes Top Women Wealth Advisors, 2018, 2020-2021
- AdvisorHub 25 Women Advisors to Watch, 2022
- WomenCertified, Inc. Women’s Choice Award – Financial Advisor, 2019-2023
- Ameriprise Circle of Success Hall of Fame, 2022
- Five Star Wealth Manager, 2012 – 2023
- Confetti Wealth, Ameriprise Client Experience Award, 2020-2022
- Ameriprise Chairman’s Advisory Council, 2014-2020, 2022, 2023
- Working Mother Top Wealth Advisor Moms, 2018-2021
- Ameriprise Circle of Success, 2002 – 2022
- Protect. Grow. Give.®, RiverSource Life Insurance Company, 2013 – 2017
- Ameriprise Diamond Ring Club, 2014
She enjoys spending time with her loving family, which consists of her husband Tom, their daughters Samantha and Taylor, as well as their son Tommy. You can usually find her in the garden or playing a game of golf with her friends or family when she has some free time.
In this article, we will go deep into Michelle Young’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.
About Ameriprise FinancialHistory, achievements, leadership, lawsuits, & disputes
Ameriprise Financial was founded in 1894 as Investors Syndicate by John Tappan in Minneapolis, Minnesota. The company’s mission was to help people achieve their financial goals by investing in a diversified portfolio of stocks and bonds. Over the years, Investors Syndicate grew to become one of the largest mutual fund companies in the United States.
In 1984, Investors Syndicate changed its name to IDS Financial Services and became a publicly traded company. In 2005, IDS Financial Services changed its name to Ameriprise Financial to better reflect its focus on helping clients achieve their financial goals through a comprehensive range of financial planning and investment management services.
Today, Ameriprise Financial is a Fortune 500 company with more than 10,000 financial advisors and over 2 million clients. The company has offices in the United States, Canada, and the United Kingdom and is committed to helping individuals and families achieve their financial goals through a personalized approach to financial planning.
The History of Ameriprise Financial
As mentioned earlier, Ameriprise Financial was founded in 1894 as Investors Syndicate by John Tappan. Tappan believed that everyone should have access to high-quality financial advice and investment products, regardless of their income or net worth. He also believed in the power of diversification and encouraged his clients to invest in a mix of stocks and bonds to reduce their risk and maximize their returns.
Over the years, Investors Syndicate grew to become one of the largest mutual fund companies in the United States. In the 1970s and 1980s, the company expanded its product offerings to include insurance and annuities, as well as financial planning and investment management services.
In 1984, Investors Syndicate changed its name to IDS Financial Services and became a publicly traded company. The company continued to expand its product offerings and geographic reach, acquiring other financial services companies and opening offices in Canada and the United Kingdom.
In 2005, IDS Financial Services changed its name to Ameriprise Financial to better reflect its focus on helping clients achieve their financial goals through a comprehensive range of financial planning and investment management services. Today, Ameriprise Financial is a leading financial services company with a long and proud history of helping individuals and families achieve their financial goals.
Ameriprise Financial’s Mission and Values
Ameriprise Financial’s mission is to help people feel confident about their financial future. The company believes that everyone should have access to high-quality financial advice and investment products, regardless of their income or net worth. Ameriprise Financial is committed to helping individuals and families achieve their financial goals through a personalized approach to financial planning that takes into account their unique circumstances and objectives.
Ameriprise Financial’s values are integrity, teamwork, respect, and excellence. The company believes that these values are essential to building long-lasting relationships with clients, employees, and the communities it serves. Ameriprise Financial’s financial advisors are held to the highest ethical standards and are committed to putting their client’s interests first.
Ameriprise Financial’s Services and Products
Ameriprise Financial offers a wide range of financial planning and investment management services designed to help individuals and families achieve their financial goals. These services include:
Financial planning: Ameriprise Financial’s financial advisors work with clients to develop a comprehensive financial plan that takes into account their unique circumstances and objectives. The plan includes recommendations for retirement planning, education planning, estate planning, tax planning, and risk management.
Investment management: Ameriprise Financial’s investment management services include access to a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and alternative investments. Ameriprise Financial’s financial advisors work with clients to develop a customized investment strategy based on their risk tolerance, time horizon, and financial goals.
Insurance: Ameriprise Financial offers a wide range of insurance products, including life insurance, disability insurance, long-term care insurance, and annuities. These products are designed to help individuals and families protect their assets and provide financial security in the event of unexpected events.
Ameriprise Financial’s approach to financial planning
Ameriprise Financial’s approach to financial planning is based on a personalized, comprehensive, and holistic approach to financial planning. The company’s financial advisors work with clients to develop a customized financial plan that takes into account their unique circumstances and objectives.
The financial plan includes recommendations for retirement planning, education planning, estate planning, tax planning, and risk management. Ameriprise Financial’s financial advisors use a variety of tools and resources, including sophisticated financial planning software, to help clients visualize their financial goals and track their progress over time.
Ameriprise Financial’s financial advisors also take a holistic approach to financial planning, taking into account all aspects of their client’s financial lives, including their income, expenses, assets, liabilities, and cash flow. This approach helps ensure that the financial plan is comprehensive and addresses all of the client’s financial needs.
Ameriprise Financial’s community involvement and corporate social responsibility
Ameriprise Financial is committed to being a responsible corporate citizen and giving back to the communities it serves. The company’s community involvement and corporate social responsibility efforts include:
Volunteerism: Ameriprise Financial encourages its employees to volunteer in the communities where they live and work. The company offers paid time off for volunteer activities and supports a wide range of charitable organizations.
Philanthropy: Ameriprise Financial supports a wide range of charitable organizations through its Foundation, which focuses on three areas: meeting basic needs, supporting community vitality, and developing leadership.
Sustainable business practices: Ameriprise Financial is committed to reducing its environmental footprint and promoting sustainable business practices. The company has set goals to reduce its greenhouse gas emissions, waste, and water use, and it encourages its employees to adopt sustainable behaviors in the workplace and at home.
Ameriprise Financial’s awards and accolades
Ameriprise Financial has received numerous awards and accolades for its financial planning and investment management services, as well as its corporate social responsibility efforts. Some of the company’s recent awards and accolades include:
Forbes Best-In-State Wealth Advisors: Ameriprise Financial had more advisors on Forbes’ list of Best-In-State Wealth Advisors than any other firm.
Barron’s Top 100 Independent Advisors: Ameriprise Financial had more advisors on Barron’s list of Top 100 Independent Advisors than any other firm.
Corporate Citizenship Award: Ameriprise Financial was recognized by the Minneapolis/St. Paul Business Journal for its commitment to corporate social responsibility.
Ameriprise Financial’s financial strength and stability
Ameriprise Financial is a financially strong and stable company with a long-term track record of success. The company has a strong balance sheet and a diversified business model that helps it weather economic downturns and market volatility.
Ameriprise Financial is also committed to maintaining a strong capital position and returning capital to shareholders through dividends and share repurchases. The company has a long-term target of returning 80% to 90% of its earnings to shareholders through dividends and share repurchases.
Ameriprise Financial reviews and customer satisfaction
Ameriprise Financial has a strong reputation for customer satisfaction and has received numerous awards and accolades for its customer service. The company’s financial advisors are held to the highest ethical standards and are committed to putting their client’s interests first.
Ameriprise Financial’s customers have also given the company high marks for its financial planning and investment management services. The company has a 4.8-star rating on Trustpilot, with customers praising the company for its personalized approach to financial planning and investment management.
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Michelle Young Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, and litigation against Michelle Young
The brokerCheck report of Michelle Young includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.
No disclosure has been mentioned about Michelle Young.
FINRA’s BrokerCheck
individual_3077583.pdf (finra.org)
SEC Litigations & Forms
Source: Michelle Young – SEC Site Search Search Results
Michelle Young Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Michelle Young
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law, and Law360. If Michelle Young has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Michelle Young that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Michelle Young on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Michelle Young Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Michelle Young (if available)
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Michelle Young using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Michelle Young or any financial advisor.
Better Alternatives To Michelle Young (By Experts):Find the top 3 alternatives to Michelle Young
Manages Assets Worth
- $714,587,898,072
Services
- Financial planning
- Portfolio management
- Pension consulting
- Selection of other advisors
- Publication of periodicals
Manages Assets Worth
- $173,418,270,044
Services
- Financial planning
- Portfolio management
- Portfolio assessment
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- $46,803,858,104
Services
- Portfolio management
