Michael E Smith

Michael E Smith

CFP®, MSFS

Private Wealth Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
    View calculators
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
    Take the check

Background and qualification information is available at FINRA's BrokerCheck website.

Focusing on the big picture

Focusing on the big picture

Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisor, it’s my job to get to know your goals and priorities as well as we know the markets. I’m proud to be a financial advisor and have made it my life’s work to help people like you not only envision your future but build it. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation Focusing on the big picture

Honored to be recognized in Forbes

It's a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I've been named the #9 ranked advisor in Wisconsin on the Forbes Best-in State Wealth Advisors list for 2021. I'm so grateful for this honor, for my clients' trust and for the dedication of the entire Michael Smith & Associates team. This achievement would not have been possible without you.

My videos

12 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)