Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Florida
39yrs
Mitchell Haberman
Financial advisor at Ameriprise Financial Services
Mitchell Haberman has worked in the financial industry for 39 years and is a financial advisor based in Sarasota, Florida. Mitchell has been with Ameriprise Financial Services since 2025; before that, Mitchell spent 19 years at Wells Fargo Advisors and five years at UBS Financial Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Florida
Office1819 Main St Suite 1002 10th Floor, Sarasota, FL 34236
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Dec 2025 – nowAmeriprise Financial Services, LLCCurrent firm
- 2006 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2006UBS Financial Services Inc.Previously
Contact Mitchell
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Mitchell. 1819 Main St Suite 1002 10th FloorSarasota, FL 34236Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mitchell
How do I contact Mitchell?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Mitchell Haberman. Mitchell works from the Sarasota, FL office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1987, about 39 years. Top 5% by experience in Florida.
What licenses does Mitchell hold?
Series 63. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mitchell paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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