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Michael Maddocks Ameriprise Financial Advisor

Michael Maddocks

CRPC®

Financial Advisor

with the practice of John Finlayson Holmgren

 

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801.328.2770

michael.j.maddocks@ampf.com

 
 
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Qualifications

  • Financial Advisor
  • Chartered Retirement Planning Counselor®
View Definitions

Office Location

102 W 500 S Ste 200
Salt Lake City, UT 84101-2322
Map Phone: 801.328.2770 Fax: 877.625.2228

Education

  • 2003 - Finance Degree from the University of Utah

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Small Business

Interests

  • I enjoy playing tennis and spending time with my wife and three kids

Market Watch

Market News

License Information

I am licensed and registered to conduct business in UT.
Based on licenses and registrations I hold, I may also conduct business in CA, NV, WY, CO, NE.

CA Insurance #0H35781

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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