Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Robert Smith is a financial advisor with Ameriprise Financial Services, LLC. Bryan has been in the financial services industry since 1987. Bryan has a diverse background, having previously worked with Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp.. Bryan is licensed to provide financial advice in several states, including Arizona, Florida, Illinois, Kansas, Michigan, Minnesota, Missouri, Nebraska, Ohio, South Dakota, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
08/09/2024 - Present
Ameriprise Financial Services, LLC (Middleton WI)
WI
07/01/2002 - 08/12/2024
THRIVENT INVESTMENT MANAGEMENT INC. (STOUGHTON WI)
MN
03/21/1988 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NA
07/29/1986 - 12/23/1986
AFFILIATED INVESTMENT SECURITIES, INC.
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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