Strategic Advisers
35yrs
Top advisor by experience in Rancho Cucamonga
29yrs
Michael Bailey
Full name on record: Michael Thomas Bailey
Financial advisor at Ameriprise Financial Services
Michael Bailey is a financial advisor in Rancho Cucamonga, California, with 29 years in the industry. Michael joined Ameriprise Financial Services in 1997, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top 11% by experience in Rancho Cucamonga
Office8608 Utica Ave Suite 207, Rancho Cucamonga, CA 91730
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1997 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Ameriprise Financial Services at 612-671-3131 and ask for Michael Bailey. Michael works from the Rancho Cucamonga, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 11% by experience in Rancho Cucamonga.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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