Cambridge Investment Research Advisors
44yrs
Top advisor by experience in Hershey
2yrs
Nathan Smith
Financial advisor at Ameriprise Financial Services
Based in Hershey, Pennsylvania, Nathan Smith is a fiduciary financial advisor with 2 years of industry experience. Nathan has been with Ameriprise Financial Services since 2024. 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 28 advisors with offices in Hershey, and one of 26 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office320 W Chocolate Ave Suite 100, Hershey, PA 17033
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.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Nathan
Local office(717) 520-6129Ask for Nathan. (612) 671-3131Main office · Minneapolis, MN 320 W Chocolate Ave Suite 100Hershey, PA 17033Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Nathan
How do I contact Nathan?
Call Nathan’s local office at (717) 520-6129 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Nathan Smith.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathan 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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