Amy
Smith

Ameriprise Financial Services, Inc

CRD#2841478
Investment Advisor
in Novi, MI

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About this Advisor

Amy Smith is an advisor whose office is in Novi, Michigan. Smith holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Smith is able to act as a financial advisor based out of Michigan and Texas. Smith has spent their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Novi, Michigan, and operates out of 161 offices throughout the United States. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and employs more than 13,020 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameriprise Financial Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

39885 Grand River Ave, Ste 200
Novi, MI 48375

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

MI Average: $5,289,111,388
Total Number of Employees

13,718

MI Average: 157
Total Number of Accounts

1,393,263

MI Average: 8,262
Average Account Size

$178,230

MI Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Disclosures

Amy Smith has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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