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Advisors / Florida / Boca Raton
22yrs

Michael Kane

Financial advisor at Ameriprise Financial Services

Michael Kane has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Boca Raton, Florida. After a year at J.P. Morgan Securities and less than a year at Wells Fargo Advisors, Michael joined Ameriprise Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.

Boca Raton, FL 33431Fiduciary advisor

At a glance

Experience22 years (since 2005)
How that compares ?More experience than 65% of advisors nationwide
Office2700 N Military Trail Suite 390, Boca Raton, FL 33431
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.

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. 2021 – now
  2. Aug 2020 – Nov 2021
  3. 2015 – 2019
  4. May 2006 – Jun 2006

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Ameriprise Financial Services at (612) 671-3131 and ask for Michael Kane. Michael works from the Boca Raton, FL office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2005, about 22 years. More experience than 65% of advisors nationwide.

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.

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