ChooseAFinancialAdvisor.com
Advisors / North Carolina / Rockwell
30yrs

Michael Wright

Full name on record: Michael Jonathan Wright

Financial advisor at Ameriprise Financial Services

Michael Wright is a fiduciary financial advisor in Rockwell, North Carolina, with 30 years in the industry. Michael joined Ameriprise Financial Services in 2009, after seven years at Citigroup Global Markets. Michael holds the CFP® designation.

Rockwell, NC 28138CFP®Top 12% by experience in North CarolinaFiduciary advisor
Call the officeDirections

At a glance

Experience30 years (since 1996)
How that compares ?Top 12% by experience in North Carolina
Office112 Moses Road Suite B, Rockwell, NC 28138
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 ?1 state

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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2009 – now
  2. 2001 – 2009

Contact Michael

Local office(704) 754-5950Ask for Michael. (612) 671-3131Main office · Minneapolis, MN 112 Moses Road Suite B
Rockwell, NC 28138Office · Get directions LinkedIn pageAmeriprise Financial Services

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Michael’s local office at (704) 754-5950 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Michael Wright.

How long has Michael been a financial advisor?

Michael has been in the industry since 1996, about 30 years. Top 12% by experience in North Carolina.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

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.