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Mindy Hedgepeth Smith

Advisor at Ameriprise — Brookhaven, MS S Railroad Avenue

Updated today

Credentials

Series 66

Experience

6 years

Location

Brookhaven, MS 39601-3331

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Mindy Smith is a financial advisor with Ameriprise in Brookhaven, MS, holding a Series 66 designation and five years of industry experience. She has worked exclusively with Ameriprise and its affiliates since 2013. Outside of her advisory role, she is involved with Kevin L Murphy, LLC, managing an advisory business as a Franchise Advisor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Brookhaven, MS S Railroad Avenue

215 S Railroad Avenue

Brookhaven MS 39601-3331

Advisors at this office

1

Most active in

Mississippi · Texas

Work history

6 years of industry experience

Ameriprise

2020 - Present • 6 years

Brookhaven, MS

Ameriprise Financial Services, Inc

2019 - 2020 • 1 year

Brookhaven, MS

Ameriprise Financial

2013 - 2019 • 6 years

Brookhaven, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Carl A

Series 65

Brookhaven, MS

Pathway Planning Inc

Carl Aycock is a financial advisor at Pathway Planning Inc. with 21 years of experience at the firm and over 30 years in the industry. He holds a Series 65 designation and has served as a director of the Bank of Brookhaven since its inception in 2000. Pathway Planning Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on portfolio management for individual clients. The firm employs various analysis methods and offers discretionary investment strategies with regular client reviews.

Wealth management
user avatar

Michael L

Brookhaven, MS

Pathway Planning Inc

Michael Land is a financial advisor at Pathway Planning Inc with nine years of industry experience. He has been associated with Pathway Planning Inc since 1992. Outside of his advisory role, Land is involved with Bowie Barbeque and is a partner in Aycock Land LLC. Pathway Planning Inc provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, focusing on portfolio management for individual clients and utilizing various analysis methods including charting, fundamental, and momentum analysis.

Wealth management
user avatar

Korey W

Series 66

Brookhaven, MS

CORE Advisory Group

Korey White is a financial advisor with Core Advisory Group in Brookhaven, MS, holding a Series 66 credential and nine years of industry experience. He has worked at White & Associates LLC, LPL Financial, INVEST Financial Corporation, and Miller & White Inc. White is also involved in tax preparation and accounting services through White and Associates LLC. Core Advisory Group is an SEC-registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan consulting, utilizing a range of investment strategies and portfolio management solutions tailored to client objectives.

General retirement planning Income planning Active portfolio management Passive / index investing Executive Founder/Business Owner Retired

Glenn D

Series 63, Series 66

Brookhaven, MS

Edward Jones

Glenn Driskell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on the board of Moonlight Media, Inc., an internet application company based in Jackson, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including managed solutions and separately managed accounts, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jesiah B

Series 66

Brookhaven, MS

Edward Jones

Jesiah Blauw is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John L

Series 63, Series 65

Brookhaven, MS

Raymond James Financial

John Lynch is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James since 2009 and is involved in multiple business ventures in Brookhaven, MS, including ownership and management roles in local businesses and investment entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools, and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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