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Advisors / Illinois / Deerfield
24yrs

Mitchell Weiss

Financial advisor at Ameriprise Financial Services

Mitchell Weiss is a fiduciary financial advisor in Deerfield, Illinois, with 24 years in the industry. Mitchell joined Ameriprise Financial Services in 2009, after a year at Ameriprise Advisor Services and six years at Citigroup Global Markets. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 481 advisors with offices in Deerfield, and one of 451 fiduciaries.

Deerfield, IL 60015Fiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office540 Lake Cook Rd Suite 450, Deerfield, IL 60015
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
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2009 – now
  2. Mar 2009 – Oct 2009
    Ameriprise Advisor Services, Inc.Previously
  3. 2002 – 2009

Questions to ask Mitchell

Tailored to Mitchell’s registration and firm.

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

My notes and scorecard

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About Mitchell

How do I contact Mitchell?

Call Mitchell’s local office at (847) 964-2122 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Mitchell Weiss.

How long has Mitchell been a financial advisor?

Mitchell has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.

What licenses does Mitchell hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Mitchell a fiduciary?

Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mitchell paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell 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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