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Bryan R Smith - Financial Advisor, Ameriprise Financial Services, LLC

"Celebrating 35 Years of Proudly Serving Stoughton, Madison, and Dane County!"

About Us

At Bryan R Smith – Financial Advisor, Ameriprise Financial Services, LLC, we’ve been helping individuals and families in Stoughton, Oregon, Madison, and surrounding communities achieve their financial goals since 1987. With over 30 years of experience, Bryan Smith has built a reputation for trust, expertise, and personalized guidance.

Our mission is simple: to empower you with strategies that make your financial future secure and stress-free. We specialize in:
Investment Accumulation Advice – Helping you grow wealth strategically.
Retirement Forecasting – Planning for the retirement you deserve.
Income Modeling – Creating sustainable income streams for life.
Tax-Efficiency Analysis – Maximizing your resources through smart planning.

What sets us apart is not just our knowledge, but our commitment to caring for every client like family. At Ameriprise Financial Services, we combine proven tools with a personalized approach to deliver solutions that fit your unique needs.

For financial and investment guidance you can trust, contact Bryan R Smith – Financial Advisor, Ameriprise Financial Services, LLC in Stoughton, WI. Let’s build your future together.

Areas Served

Our Certifications

Member - Thrivent Financial's Hall of Fame
NAIFA - National Quality Award Recipient

What We Offer

Our Specialties include:

We focus on Financial Planning and College Financial Planning, helping individuals and families create strategies that secure their future and support educational goals. From building comprehensive financial roadmaps to planning for tuition costs, we provide personalized guidance to ensure your resources are managed wisely and your dreams remain achievable.

Our Services include:

Investment Advisory: Personalized advice to help you make informed decisions and grow your portfolio with confidence.
Investment Planning: Strategic planning to align your investments with your short-term and long-term financial goals.
Retirement Planning: Comprehensive strategies to ensure a secure and comfortable retirement tailored to your lifestyle.
Estate Planning: Guidance to protect your legacy and ensure your assets are distributed according to your wishes.
Financial Advisor: Dedicated one-on-one support to help you navigate complex financial decisions with clarity.
Retirement Insurance: Solutions designed to safeguard your retirement income and provide peace of mind for the future.
Life Insurance: Coverage options to protect your loved ones and provide financial security in times of need.
Wealth Management: Holistic management of your assets, investments, and financial strategies for long-term success.
Available on Saturday by Appointment: Flexible scheduling to accommodate your busy life—because your financial future matters.

Our Products include:

Disability Income Protection
Medicare Supplement Coverage
Long-Term Care Protection
Roth IRAs

Testimonials

On 5/28/2025 John C Bowman had this to say:
Bryan is very careful/cautious in how he handles our finances. He's tax sensitive and that's exactly what we want at our stage in life. Testimonial written by John C Bowman on this site.

On 3/23/2025 Barbara T had this to say:
Bryan Smith provides the unhurried time, attention, and explanations for investments and retirement. He is professional, knowledgeable, respectful, and helpful. Testimonial written by Barbara T on this site.

On 4/13/2024 Todd McVey had this to say:
Bryan Smith is great to work with. Testimonial written by Todd McVey on this site.

On 4/6/2024 Jo Ferraro had this to say:
Bryan and the entire Greater Dane Financial Team are exceptional! Their personal attention and thorough explanations of options are easy to understand and they always put your goals first with transparency! Highly recommend!

Contact Us

Bryan R Smith - Financial Advisor, Ameriprise Financial Services, LLC
8215 Greenway Blvd Suite 200 Middleton, WI 53562
Phone: (608) 841-4336
Mobile: (608) 235-1031
Fax: (708) 841-4329
Email: Bryan.R.Smith@ampf.com

Corner of US 51 & Hamilton St. - On the Madison side of beautiful Stoughton

Where To Find Us

Payment Types Accepted

Personal Checks

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM