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

James McLellan

Financial Advisor

Franchise Owner
McLellan Financial Services
44
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

  • 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

Previous experience

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

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.