Bruce G. Coldsmith,  CFP<sup>&reg;</sup> - Financial Advisor

Bruce G. Coldsmith, CFP®

Financial Advisor

Coldsmith and Associates, Ameriprise Financial Services, Inc.

3514 Montlimar Plaza Dr
Mobile, AL 36609-1739
FINANCIAL ADVISOR'S WEBSITE
(251) 344-5551

General

Bruce Coldsmith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Coldsmith and Associates, Ameriprise Financial Services, Inc. in Mobile, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPS®,Acredited Portfolio Management Advisor®

Insurance Licenses

  • Life insurance: AL,MS,LA,FL,GA, TN,VA,PA,WY
  • Health/disability insurance: AL,MS,LA,FL,GA, TN,VA,PA,WY
  • Fixed annuities: AL,MS,LA,FL,GA, TN,VA,PA,WY
  • Variable annuities: AL,MS,LA,FL,GA, TN,VA,PA,WY

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances

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