Maggie Smith
Investment adviser representative at Ameriprise Financial Services, LLC
12 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Ameriprise Financial Services, LLCAug 2024 to now
- UnemployedJul 2024 to Jul 2024
- State of Nevada, Industrial Relations, Workers CompensationMay 2024 to Jul 2024
- UnemployedDec 2023 to May 2024
- Doi, Bureau of Indian Affairs, Office of Self GovernanceDec 2022 to Dec 2023
- Makah TribeFeb 2021 to Aug 2021
- Bon Appetit At GoogleJan 2020 to Dec 2022
- AgrodolceJun 2019 to Sep 2019
- New Seasons MarketApr 2018 to Feb 2020
- Caffe UmbriaMay 2017 to May 2018
- Marysville School DistrictMay 2016 to May 2017
- Lucky Brand JeansJul 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7964946
- Firm CRD
- 6363