ChooseAFinancialAdvisor.com
Advisors / Tennessee / Franklin
27yrs

Peter Smith

Financial advisor at Ameriprise Financial Services

Peter Smith is a financial advisor in Franklin, Tennessee, with 27 years in the industry. Peter joined Ameriprise Financial Services in 2004, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 669 advisors with offices in Franklin.

Franklin, TN 37067Top 16% by experience in Franklin
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 16% by experience in Franklin
Office725 Cool Springs Blvd Suite 600, Franklin, TN 37067
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
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.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2004 – now

Questions to ask Peter

Tailored to Peter’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Peter

How do I contact Peter?

Call Peter’s local office at (615) 864-5391 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Peter Smith.

How long has Peter been a financial advisor?

Peter has been in the industry since 1999, about 27 years. Top 16% by experience in Franklin.

What licenses does Peter hold?

Series 63. Tap any license on this page to see what it allows.

Is Peter a fiduciary?

Peter is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Peter paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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