Morgan Stanley
47yrs
Top advisor by experience in Middleton
37yrs
Bryan Robert Smith
Financial advisor at Ameriprise Financial Services
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience nationwide
Office8215 Greenway Blvd Suite 200, Middleton, WI 53562
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2007 – 2024Thrivent Investment Management Inc.Previously
Questions to ask Bryan
Tailored to Bryan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bryan
How do I contact Bryan?
Call Ameriprise Financial Services at 612-671-3131 and ask for Bryan Robert Smith. Bryan works from the Middleton, WI office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1989, about 37 years. Top 6% by experience nationwide.
What licenses does Bryan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Bryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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