Wells Fargo Advisors
43yrs
Top advisor by experience in Peachtree City
16yrs
Keriann Mitchell
Financial advisor at Ameriprise Financial Services
Based in Peachtree City, Georgia, Keriann Mitchell is a fiduciary financial advisor with 16 years of industry experience. Keriann joined Ameriprise Financial Services in 2023, after three years at FSC Securities and a year at Morgan Stanley. 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 127 advisors with offices in Peachtree City, and one of 119 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 54% of advisors in Peachtree City
Office40 Eastbrook Bend #D, Peachtree City, GA 30269
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 ?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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2018 – 2023Ameriprise Financial Services, LLCPreviously
- 2015 – 2018FSC Securities CorporationPreviously
- Jun 2013 – Apr 2014Morgan StanleyPreviously
Contact Keriann
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Keriann. 40 Eastbrook Bend #DPeachtree City, GA 30269Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Keriann
Tailored to Keriann’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
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About Keriann
How do I contact Keriann?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Keriann Mitchell. Keriann works from the Peachtree City, GA office.
How long has Keriann been a financial advisor?
Keriann has been in the industry since 2011, about 16 years. More experience than 54% of advisors in Peachtree City.
What licenses does Keriann hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Keriann a fiduciary?
Keriann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keriann paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Keriann 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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