Financial Advisor And Managing Partner
Current
Dec 2018 - Present
AeroLeads people directory · profile
Chris Smith, Cfp® Email & Phone Number
Financial Advisor at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
at
Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
1 work email found
@encompasswealthadvisors.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
Location
Greater Minneapolis-St. Paul Area, United States
Who is Chris Smith, Cfp®? Overview
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Quick answer
Chris Smith, Cfp® is listed as Financial Advisor at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at encompasswealthadvisors.com and a matched LinkedIn profile for Chris Smith, Cfp®.
Chris Smith, Cfp® previously worked as Financial Advisor and Managing Partner at Encompass Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Paraplanner at Ameriprise Financial Services, Llc.. Chris Smith, Cfp® holds Bachelor Of Arts (B.A.), Finance And Financial Management Services, Economics And Accounting Concentrations from Buena Vista University.
Company email context
Email format at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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*@encompasswealthadvisors.com
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AeroLeads found 1 current-domain work email signal for Chris Smith, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Chris Smith, Cfp®
Putting clients first; it's what I doAmeriprise earned a Hearts & Wallets Top Performer™ recognition in:“Unbiased, puts my interest first”“Explains things in understandable terms”“Understands me and shares my values”I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.With the right financial advisor, life can be brilliant.Our Team:Jason A. Lane, CFP®, CRPC®, AAMS® - Private Wealth Advisor, Managing PartnerAmy L. Bestler - Financial Advisor, Managing PartnerKevin M. Graf, CFP® - Business Development DirectorJane Musser, MBA - Operations Specialist, Financial Planning AnalystAllison GehrFinancial Planning AssistantEva WilsonFinancial Planning AssistantAreas of focusInvestment ManagementCash Flow Management StrategiesRetirement Planning StrategiesTax Planning StrategiesCharitable GivingSustainable and Responsible InvestingInsurancePlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Listed skills include Leadership, Team Building, Public Speaking, Insurance, and 23 others.
Current workplace
Chris Smith, Cfp®'s current company
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Encompass Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
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3 roles
Chris Smith, Cfp® work experience
A career timeline built from the work history available for this profile.
Paraplanner
I have the honor of creating, analyzing, and recommending client investments within Encompass Wealth Advisors. Other duties include: - Educating clients on financial strategies- Analyze insurance needs of life, disability, and long-term care- Construct and allocate investment portfolio- Wholesaler liaison- Author financial plan deliverable - Help with training and development of new staff- Create marketing communications- Process trading
May 2018 - Dec 2018
Paraplanner
Apr 2001 - Apr 2018
1 education record
Chris Smith, Cfp® education
-
Buena Vista University
FAQ
Frequently asked questions about Chris Smith, Cfp®
Quick answers generated from the profile data available on this page.
What company does Chris Smith, Cfp® work for?
Chris Smith, Cfp® works for Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What is Chris Smith, Cfp®'s role at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC?
Chris Smith, Cfp® is listed as Financial Advisor at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What is Chris Smith, Cfp®'s email address?
AeroLeads has found 1 work email signal at @encompasswealthadvisors.com for Chris Smith, Cfp® at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Where is Chris Smith, Cfp® based?
Chris Smith, Cfp® is based in Greater Minneapolis-St. Paul Area, United States while working with Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What companies has Chris Smith, Cfp® worked for?
Chris Smith, Cfp® has worked for Encompass Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Ameriprise Financial Services, Llc..
How can I contact Chris Smith, Cfp®?
You can use AeroLeads to view verified contact signals for Chris Smith, Cfp® at Encompass Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Chris Smith, Cfp® attend?
Chris Smith, Cfp® holds Bachelor Of Arts (B.A.), Finance And Financial Management Services, Economics And Accounting Concentrations from Buena Vista University.
What skills is Chris Smith, Cfp® known for?
Chris Smith, Cfp® is listed with skills including Leadership, Team Building, Public Speaking, Insurance, Retirement Planning, Financial Planning, Customer Retention, and Portfolio Management.
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