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Taylor Anne Smith

Ameriprise Financial Services, LLC

Midland, MI

CRD 5829285

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-23
MI RA APPROVED 2025-02-12
  • TX RA
    APPROVED
    Since 2026-01-23
  • MI RA
    APPROVED
    Since 2025-02-12

Branch Locations

104 E Indian St, Midland, MI 48640 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Midland MI 06/2021 Present
Burkhardt Presidio Gladwin MI 02/2021 06/2021
Bone And Bailey Midland MI 01/2018 01/2021
Spectrum Saginaw MI 10/2016 01/2018
Arc Of Midland Midland MI 03/2013 10/2016
Midland Community Center Midland MI 10/2008 10/2016
  • 06/2021 → Present
    Ameriprise Financial Services, Llc
    Midland, MI
  • 02/2021 → 06/2021
    Burkhardt Presidio
    Gladwin, MI
  • 01/2018 → 01/2021
    Bone And Bailey
    Midland, MI
  • 10/2016 → 01/2018
    Spectrum
    Saginaw, MI
  • 03/2013 → 10/2016
    Arc Of Midland
    Midland, MI
  • 10/2008 → 10/2016
    Midland Community Center
    Midland, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-11
  • S66 Uniform Combined State Law Examination
    2025-02-11
Other Names
  • Taylor Anne Mantyla
  • Taylor Smith

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AVANTAX PLANNING PARTNERS, INC.

Nearby Investors

SHANNON MARIE ASTRIKE
Lexi Marie Astrike
Amee Marie Hughes

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MIDLAND, MI
EDWARD JONES · MIDLAND, MI
AVANTAX PLANNING PARTNERS, INC. · Midland, MI

More in Midland, MI

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