Advisor profile


My approach

Bruce G Coldsmith - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Bruce G Coldsmith - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Small Business
  • Intergenerational Planning
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPS®Chartered Retirement Plans Specialist℠

Education

  • University of Kansas, Bachelor of Science, Biology, Systematics & Ecology 1980
  • James Madison University; Master of Business Administration 1987

Interests

  • Married with 4 children
  • Active with Dog River Clearwater Revival.
  • Active runner, triathlete in the Mobile area.
  • Eagle Scout
  • Enjoy boating, fishing in Dog River, Mobile Bay, Gulf of Mexico.

Community participation

I am an active member of the Dog River Clearwater Revival, an environmental group helping keep the Dog River Watershed clean.

I am a member of the Port City Pacers.

I am an active board member of the Boys and Girls Club of Mobile.

Awards & recognition

  • Ameriprise Circle of Success, 2001-2008,2010,2013, 2014-2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.