Harbour Investments
42yrs
Top advisor by experience in Stevens Point
20yrs
Michael Lee Wolbers
Financial advisor at Ameriprise Financial Services
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Stevens Point
Office3241a Business Park Dr, Stevens Point, WI 54482
How the firm is paid ?Percent of assets, Hourly, Flat fee
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
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 2016Transamerica Financial Advisors, LLCPreviously
- 2008 – 2012Investment Advisors International, Inc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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
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 Lee Wolbers. Michael works from the Stevens Point, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Stevens Point.
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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