Advisor profile


My approach

Michael R Misner - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Michael R Misner - My approach photo

Areas of focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Intergenerational Planning
  • Tax Planning Strategies
  • Family Finances
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Insurance
  • Small Business
  • Saving for Education
  • Cash Flow Management Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CMFC® Chartered Mutual Fund Counselor℠
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • MBA - The University of Texas; San Antonio, Texas 1978
  • BBA - The University of Texas; Austin, Texas 1977

Interests

  • I love to read mystery, action/adventure, military history
  • I enjoy family trips to new places and cities
  • I like being outdoors and playing golf
  • I enjoy taking walks and exploring the many neighborhoods within a few miles of my home and along the Waterway by my office

Community participation

Member of the Texas Exes Houston Chapter

Lifetime member of the Texas Exes Association

Awards & recognition

  • Ameriprise Diamond Ring Award, 2009
  • Ameriprise Circle of Success, From 1991-2019
  • Five Star Wealth Manager, 2012-2019

Previous experience

  • Oppenheimer & Company, Inc., Registered Representative, 1988-1990
  • Rauscher, Pierce, Refsnes, Inc., Registered Representative, 1983-1988

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.