Private Wealth Advisor
Current
Sep 2011 - Present
AeroLeads people directory · profile
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ Email & Phone Number
Private Wealth Advisor at Fathom Advisors, a Private Wealth Advisory practice of Ameriprise Financial Services, LLC
at
Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
1 work email found
@ampf.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Private Wealth Advisor at Fathom Advisors, a Private Wealth Advisory practice of Ameriprise Financial Services, LLC
Location
Minneapolis, Minnesota, United States
Who is Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ is listed as Private Wealth Advisor at Fathom Advisors, a Private Wealth Advisory practice of Ameriprise Financial Services, LLC at Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at ampf.com and a matched LinkedIn profile for Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™.
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ previously worked as Private Wealth Advisor at Fathom Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Financial Advisor at Hd Vest. Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ holds Accredited Portfolio Management Advisor, Apma Curriculum from College For Financial Planning.
Company email context
Email format at Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
This section adds company-level context without repeating Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™'s masked contact details.
*@ampf.com
68% confidence
AeroLeads found 1 current-domain work email signal for Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™. Compare company email patterns before reaching out.
Profile bio
About Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™
Areas of focusDomestic Partner PlanningTax Planning StrategiesInvestmentsRetirement Planning StrategiesEstate Planning StrategiesEmployee Stock OptionsExecutive Compensation and Benefit StrategiesInsurancePlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Current workplace
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fathom Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
AeroLeads page
4 roles
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Hd Vest
Oct 2006 - Aug 2011
Sr Paraplanner
Oct 2001 - Aug 2006
Associate
Feb 1998 - Sep 2001
4 education records
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ education
Accredited Portfolio Management Advisor, Apma Curriculum
College For Financial Planning
Chartered Financial Consulta, Chfc Curriculum
The American College Of Financial Services
Certified Financial Planner, Cfp Certification Curriculum
The American College Of Financial Services
Business Admin/Engineering
University Of Wisconsin-Eau Claire
FAQ
Frequently asked questions about Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™
Quick answers generated from the profile data available on this page.
What company does Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ work for?
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ works for Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
What is Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™'s role at Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC?
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ is listed as Private Wealth Advisor at Fathom Advisors, a Private Wealth Advisory practice of Ameriprise Financial Services, LLC at Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
What is Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™'s email address?
AeroLeads has found 1 work email signal at @ampf.com for Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ at Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
Where is Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ based?
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ is based in Minneapolis, Minnesota, United States while working with Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
What companies has Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ worked for?
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ has worked for Fathom Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, Hd Vest, and Ameriprise Financial Services, Llc.
How can I contact Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™?
You can use AeroLeads to view verified contact signals for Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ at Fathom Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ attend?
Michael Cassidy, Cfp®, Chfc®, Apma®, Bfa™ holds Accredited Portfolio Management Advisor, Apma Curriculum from College For Financial Planning.
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