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Advisors / Kansas / Leawood
13yrs

Stuart Smith

Financial advisor at Ameriprise Financial Services

Based in Leawood, Kansas, Stuart Smith is a fiduciary financial advisor with 13 years of industry experience. Stuart joined Ameriprise Financial Services in 2018, after two years at Cuso Financial Services and two years at Edward Jones. 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 484 advisors with offices in Leawood, and one of 449 fiduciaries.

Leawood, KS 66211Fiduciary advisor

At a glance

Experience13 years (since 2014)
How that compares ?13 years in the industry
Office4200 W 115th St Suite 200, Leawood, KS 66211
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 66Uniform Combined State Law Examination

Career

  1. 2018 – now
  2. May 2016 – Dec 2017
    Cuso Financial Services, L.P.Previously
  3. 2014 – 2016
    Edward JonesPreviously

Questions to ask Stuart

Tailored to Stuart’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 Stuart

How do I contact Stuart?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Stuart Smith. Stuart works from the Leawood, KS office.

How long has Stuart been a financial advisor?

Stuart has been in the industry since 2014, about 13 years. 13 years in the industry.

What licenses does Stuart hold?

Series 66. Tap any license on this page to see what it allows.

Is Stuart a fiduciary?

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

How is Stuart paid?

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