ESI Financial Advisors
46yrs
Top advisor by experience at ESI Financial Advisors
New
Sofia Wright
Financial advisor at Ameriprise Financial Services
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
OfficeMontpelier, VT
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Sep 2026 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Sofia
Tailored to Sofia’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sofia
How do I contact Sofia?
Call Ameriprise Financial Services at 612-671-3131 and ask for Sofia Wright. Sofia works from the Montpelier, VT office.
How long has Sofia been a financial advisor?
Sofia is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Sofia hold?
Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sofia 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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