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Our financial advice team


Michael Cosgrove, Financial Advisor serving the Richland Center, WI area - Ameriprise Advisors

Michael Cosgrove

BFA, APMA, CRPC, CRPS, ChFC®

Financial Advisor

Capital Wealth Advisory Group
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 2 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Charitable Giving
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • ChFC® Chartered Financial Consultant®

Awards & recognition

  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2021, 2022, 2023
  • Capital Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

  • Richland County Performing Arts Board of Directors
  • Director of Richland Rejuvenates
  • Southwest Partners Executive Board of Directors

Interests

  • Spending time with family
  • Community Building
  • Volunteering

Honored to receive recognition

All of us at Capital Wealth Advisory Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Capital Wealth Advisory Group team and the great experience we work so hard to provide for our clients every day.

The Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.