Cardinal Financial Consultants
44yrs
Top 1% by experience nationwide
46yrs
Brian Phil Sommer
Financial advisor at Ameriprise Financial Services
At a glance
Experience46 years (since 1980)
How that compares ?Top advisor by experience in Okemos
Office3887 Okemos Rd Suite A1, Okemos, MI 48864
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 Securities Agent State Law Examination
Career
- 2010 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Brian
How do I contact Brian?
Call Ameriprise Financial Services at 612-671-3131 and ask for Brian Phil Sommer. Brian works from the Okemos, MI office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1980, about 46 years. Top advisor by experience in Okemos.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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