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Michael Todd Abney

Advisor at Ameriprise — Anniston, AL

Updated today

Credentials

Series 63

Experience

26 years

Location

Anniston, AL 36201-4677

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Michael Abney is a financial advisor with Ameriprise in Oxford, Alabama, holding a Series 63 designation and 26 years of industry experience. He previously worked at PNC Investments and BBVA-affiliated firms, including BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, and COMPASS Bank, from 2013 to 2021. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports that support income planning and withdrawal strategies. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated funds and managed accounts in its planning approach.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Anniston, AL

1302 Noble St, Ste 2 C

Anniston AL 36201-4677

Advisors at this office

1

Most active in

Alabama · Texas

Work history

26 years of industry experience

Ameriprise Financial Services, LLC

2022 - Present • 4 years

Mountain Brook, AL

PNC investments

2021 - 2022 • 1 year

Oxford, AL

Bbva Wealth Solutions Inc.

2013 - 2021 • 8 years

Oxford, AL

BBVA Securities Inc.

2013 - 2021 • 8 years

Oxford, AL

BBVA Compass Insurance Agency, INC.

2013 - 2021 • 8 years

Austin, TX

COMPASS Bank

2013 - 2021 • 8 years

Birmingham, AL

Intl Advisory Consultants Inc.

2011 - 2013 • 2 years

Anniston, AL

St Johns Wealth Management

2010 - 2010 • 1 year

Oxford, AL

BBVA Compass Investment Solutions, Inc.

2003 - 2010 • 7 years

AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas M

Series 63

Anniston, AL

Mcnaron Group, Inc.

Thomas Mcnaron III is a financial advisor with Mcnaron Group, Inc. in Anniston, Alabama. He holds a Series 63 designation and has 33 years of industry experience, having been with Mcnaron Group since 1985. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified approach primarily using common stocks and exchange-traded funds with fixed-income holdings. The firm emphasizes fundamental analysis and maintains selective client relationships, operating with full discretionary authority and conducting weekly account reviews.

Active portfolio management
user avatar

Padric L

Series 65

Anniston, AL

Mcnaron Group, Inc.

Padric Lee is a financial advisor at McNaron Group, Inc. with three years of industry experience. He holds a Series 65 credential and previously worked at StoneX Group Inc. and StoneX Financial Inc. Outside of advisory work, he has engaged in ridesharing and food catering roles during non-trading hours. McNaron Group, Inc. provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on a long-term, diversified stock and fixed-income ETF approach. The firm manages approximately $20.7 million across 43 client accounts and emphasizes fundamental analysis with a selective client base.

Active portfolio management
user avatar

Penny M

Series 65

Oxford, AL

Advisory Services Network

Penny Mccall is a financial advisor at Advisory Services Network with a Series 65 credential and three years of industry experience. She also manages McCall Financial & Benefits Group LLC, where she has worked since 2019, and has prior experience as an independent insurance agent. In addition to her advisory roles, she conducts occasional workshops and training for federal employees on retirement benefits through Federal Employee Retirement Consultants. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Michael H

Series 63, Series 65, Series 66

Jacksonville, AL

Belpointe Asset Management LLC

Michael Hindman is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He has been with Belpointe since 2016. Outside of his advisory work, he serves in leadership roles for several nonprofit organizations, including as board chairman of the Wesley Foundation and the Jacksonville Commercial Development Authority, and as treasurer for the Institute of Clergy Excellence and Calhoun/Cleburne County Habitat for Humanity. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model portfolios, and third-party manager relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Kenneth R

Series 65

Anniston, AL

AE Wealth Management, LLC

Kenneth Reeves is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Apex Financial Group and Equis Financial. Reeves is also the founder of Apex Financial Group, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies supported by regular reporting and model trade signals.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar

Brittany C

Series 66

Anniston, AL

Truist Advisory Services

Brittany Cobb is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has held various roles within the Truist organization and its predecessors since 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platform support.

Founder/Business Owner Executive
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