Amy
Smith

Ameriprise Financial Services, Inc

CRD#2841478
Investment Advisor
in Novi, MI

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About this Advisor

Amy Smith is an investment advisor in Novi, Michigan. Smith has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Smith can advise customers based out of Michigan and Texas. Smith has worked their whole career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Novi, Michigan, and operates out of 166 offices in the nation. As a company, Ameriprise Financial Services, Inc oversees $248 billion in assets covering 1,393,263 client accounts and retains more than 13,718 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 691,052 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. 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, LLC

Jo Kovacich
Hibbing, MN
John Lewis
Roseville, CA
Terri Starliper
Glen Allen, VA
Mark Leach
Lutherville Timonium, MD
Kevin Pittman
Mckinney, TX
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Milan Smado
Richardson, TX

This content was compiled from the SEC and FINRA.

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