Our financial advice team

James McLellan, Financial Advisor serving the Rochester Hills, MI area - Ameriprise Advisors

James McLellan

Financial Advisor

Franchise Owner
McLellan Financial Services
45
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
248.963.7009
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Women's Financial Strategies

Education

  • University of Michigan Flint-Business

Awards & recognition

  • McLellan Financial Services, Ameriprise Client Experience Award, 2023-2024

Previous experience

  • Financial Advisor, McLellan Financial Services, 1992 - Present
  • Vice President, Prudential Financial, 1992-1996
  • Vice President, A.G. Edwards & Sons, Inc., 1980-1992

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Jim is not only a respected investment professional, but is also a trusted member of his Oakland, Michigan Community. He is a past member of the Oakland County Michigan Sheriff’s investment advisory committee.

He was previously involved with the Warren Michigan Police Internal Order of the police and is a former President of the Lake Oakland Homeowners Association.

Jim is also involved in the Rochester Rotary Club.

Interests

I enjoy biking, playing golf, supporting local sports teams and being involved with charity work.

My photos

3 albums
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Can you answer these questions?

If not, we may be a good resource for you.

• Do you know the most tax-considerate distribution plan for your wealth in retirement?

• What impact will required minimum distributions (RMDs) have on your Medicare premiums?

• Will your beneficiaries be helped – or hurt – based on your current wealth-distribution plans?

• What strategies have you implemented to reduce the impact of potential changes to current tax laws on Dec. 31, 2025?

• Do you want an advisor who knows you and the markets?

Connect with us

James McLellan may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #4066666

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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