UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
20yrs
Michael Powell
Financial advisor at Ameriprise Financial Services
Michael Powell is a fiduciary financial advisor in Walnut Creek, California, with 20 years in the industry. After two years at Independent Financial Group and two years at O'Donnell Financial Services, Michael joined Ameriprise Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
Office1333 N California Blvd Suite 630, Walnut Creek, CA 94596
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.
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Jan 2020 – Jul 2021Independent Financial Group, LLCPreviously
- 2020 – 2022O'Donnell Financial Services, LLCPreviously
- 2017 – 2019LPL Financial LLCPreviously
- Jun 2017 – Oct 2017
- Oct 2016 – Jun 2017National Planning CorporationPreviously
- Jul 2016 – Oct 2016Hornor, Townsend & Kent, LLCPreviously
- 2013 – 2016National Planning CorporationPreviously
Earlier career (1 more)
- 2010 – 2013Liberty Group, LLCPreviously
Contact Michael
Local office(925) 295-1900Ask for Michael. (612) 671-3131Main office · Minneapolis, MN 1333 N California Blvd Suite 630Walnut Creek, CA 94596Office · 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.
- 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 Michael’s local office at (925) 295-1900 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Michael Powell.
How long has Michael been a financial advisor?
Michael has been in the industry since 2007, about 20 years. More experience than 60% 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.
Other advisors nearby
Wells Fargo Advisors
46yrs
Top 1% by experience in Walnut Creek
Independent Financial Group
46yrs
Top 1% by experience in Walnut Creek
Wells Fargo Advisors
45yrs
Top 1% by experience in Walnut Creek
Oneascent Financial Services
44yrs
Top advisor by experience at Oneascent Financial Services
Wells Fargo Advisors
43yrs
Top 1% by experience in Walnut Creek