Michael D. Cassidy,  CFP<sup>&reg;</sup> - Financial Advisor

Michael D. Cassidy, CFP®

ChFC®, APMA®

Financial Advisor

Amerprise Financial

8300 Norman Center Dr, Ste 550
Bloomington, MN 55437
FINANCIAL ADVISOR'S WEBSITE
(952) 767-5547 CONNECT WITH Michael
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General

Michael Cassidy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Amerprise Financial in Bloomington, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Portfolio Management Advisor (APMA); Behavioral Financial Advisor (BFA)

Insurance Licenses

  • Life insurance: MN, FL, GA, IL, MA, MO
  • Fixed annuities: MN, FL, GA, IL, MA, MO
  • Variable annuities: MN, FL, GA, IL, MA, MO

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes

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Helpful Financial Planning Resources