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Our financial advice team


Michael D Cassidy, Private Wealth Advisor serving the Bloomington, MN area - Ameriprise Advisors

Michael D Cassidy

CFP®, ChFC®, APMA, BFA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Fathom Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Domestic Partner Planning
  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • BFA™ Behavioral Financial Advisor™

Awards & recognition

  • Five Star Wealth Manager, 2012-2022
  • Fathom Advisors, Ameriprise Client Experience Award, 2020, 2021

Community participation

I love to participate in our community. I was previously the Treasurer of DIVA MN and chair of the annual gala, which raises funds and awareness for HIV causes. I was a former board member and one of the founders of Project 515, an organization dedicated to ensuring that same-sex couples and their families have equal rights and responsibilities. I also completed board member service and term as Chair of the Board for the Minnesota AIDS Project. For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign.

  • Human Rights Campaign-Long Time Volunteer and Supporter
  • JustUs Health - Supporter
  • The Aliveness Project-Long Time Supporter
  • DIVA Minnesota - Former Board Member and Supporter
  • Open Arms-Volunteer

Interests

I love to travel and I love to share my travel experiences.