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Michelle Marie Maki

Advisor at Ameriprise — Jay, ME Skyline Drive

Updated today

Credentials

Series 63, Series 66

Experience

26 years

Location

Jay, ME 04239

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Michelle Maki is a financial advisor with Ameriprise who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she serves as Treasurer for the Jay Livermore Livermore Falls Chamber of Commerce and Secretary/Treasurer for the Pine Bluff Road Association, and is involved in managing a retail pharmacy and real estate ownership. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

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

Jay, ME Skyline Drive

2 Skyline Drive

Jay ME 04239

Advisors at this office

1

Most active in

Maine · Texas

Work history

26 years of industry experience

Ameriprise

2020 - Present • 6 years

Jay, ME

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Jay, ME

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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Robert C

CFP®

Readfield, ME

Stewardship Financial Plainning, LLC

Robert Corey is a CFP® professional with 24 years of experience in financial advising. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is an independent, fee-only advisory practice serving individuals, high-net-worth clients, trusts, and business entities. The firm combines fundamental and technical analysis with a long-term investment approach focused on diversified portfolios of no-load mutual funds and ETFs, managing approximately $56 million in client assets on a non-discretionary basis while also providing integrated financial planning and tax preparation services.

General retirement planning Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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Bonnie A

Series 63, Series 65

Farmington, ME

LPL Financial

Bonnie Aleck is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Charles River Financial Services. Aleck operated Aleck Financial Services for over three decades prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and a broad platform of non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Melissa S

Series 66

Farmington, ME

LPL Financial

Melissa Spencer is a financial advisor with LPL Financial in Farmington, ME, holding a Series 66 designation and three years of industry experience. She previously worked at Franklin Savings Bank for 28 years and owns a transportation business, DF Spencer Transport Inc. She is also a notary in Wilton, ME. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amy B

Series 66

Farmington, ME

LPL Financial

Amy Bond is a financial advisor at LPL Financial with 11 years of industry experience. She has worked at LPL Financial since 2015 and previously was with Franklin Savings Bank from 2014 to 2021. In addition to her advisory role, Bond is a Maine Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Kirk D

Series 63, Series 66

Farmington, ME

Edward Jones

Kirk Doyle is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked at Kennebec Savings Bank and LPL Financial LLC. Doyle serves as a board member of the RSU 9 School Board in Farmington, Maine. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner
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Jared R

Series 63, Series 66

Farmington, ME

LPL Financial

Jared Ranger is a financial advisor with LPL Financial in Farmington, ME, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with Franklin Savings Bank and Linsco Private Ledger since 2007. Ranger also operates a business under the name Western Mountain Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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