Vima
46yrs
Top advisor by experience in Troy
18yrs
David Eugene Smith
Financial advisor at Ameriprise Financial Services
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors in Michigan
Office101 W Big Beaver Rd Suite 425, Troy, MI 48084
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2015 – nowAmeriprise Financial Services, LLCCurrent firm
- 2010 – 2015UBS Financial Services Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call Ameriprise Financial Services at 612-671-3131 and ask for David Eugene Smith. David works from the Troy, MI office.
How long has David been a financial advisor?
David has been in the industry since 2008, about 18 years. More experience than 56% of advisors in Michigan.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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