Todd Mitman is a financial advisor and co-founder of Mitman Reese and Associates. He has over 16 years of experience advising affluent individuals. He began his career with Ameriprise in 2000 and was promoted to roles such as advisor coach and district manager. In 2006, he co-founded Mitman Reese and Associates to provide financial planning. He has received numerous honors for his work, including a top client satisfaction score and recognition as a Five Star Wealth Manager.

1. Todd Mitman, Financial Advisor, is a Chartered Retirement Planning
CounselorSM
and co-founder of Mitman Reese and Associates, a financial
advisory practice of Ameriprise Financial Services, Inc. Todd has 16 years
of securities industry experience counseling affluent individuals and
their families on comprehensive financial, estate planning, investment,
and wealth preservations strategies.
In 2000, Todd began his career with Ameriprise and won the coveted
Ameriprise Mercury Award for outstanding achievement. Todd’s
success was quickly recognized and he was promoted to an advisor
coach role where he mentored new advisors. As a natural career
progression, he shifted his focus to the role of district manager targeting
compliance implementation and building client investment strategies.
As district manager, Todd managed and grew one of the top-performing
Ameriprise offices; personally training over 100 financial advisors.
In 2006, Todd and his business associate created a financial planning
benefit program for a national pharmaceutical company. During that
time, they established a formal team, Mitman Reese and Associates.
Over the past decade, their practice has helped individuals, families, and
businesses achieve their financial objectives.
In 2015, he received a client satisfaction score of 1001
. He also has
qualified for the Million Dollar Round Table2
, Court of Table, and Top of
Table status with the association. Todd has been recognized in the
Atlanta Magazine as one of the Five Star Wealth Managers3
(2013-
2015).
Todd earned a Consumer Science degree with a focus on family financial
planning from The University of Alabama. Todd also earned the
Chartered Retirement Planning CounselorSM
certification from American
College of Financial Planning. Todd is an avid Alabama football fan and a
member of the Tide Pride organization, and the Alabama National
Alumni Association. Todd believes philanthropic intent should have a
positive impact on the education of future financial advisors; therefore,
his practice established a partially endowed scholarship in the Family
Financial Planning program at The University of Alabama. Todd is also
involved with the Atlanta Jewish Federation, St. Vincent de Paul Georgia,
and the Atlanta Humane Society as a donor and volunteer.
Todd and his wife Samantha have two daughters: Lily (7) and Alexandra
(4). Todd enjoys spending time at the soccer field with Alex and
watching Lily cheer at the Roswell Hornet football games. Todd is an
avid tennis player, enjoys the outdoors, traveling, and current events.
Todd Mitman, CRPC®
Financial Advisor
Mitman, Reese and Associates
A financial advisory practice of
Ameriprise Financial Services, Inc.
6 Concourse Parkway, NE
Suite 2990
Atlanta, GA 30328
O: (678) 871.2222
F: (678) 871.2223
todd.4.mitman@ampf.com
mitmanreeseandassociates.com
Ameriprise Financial Services, Inc. Member FINRA and SIPC.
© 2016 Ameriprise Financial, Inc. All rights reserved.

2. 1
Client Satisfaction Score: The Client Satisfaction Survey score is based on response to the survey gathered within the preceding two years.
Information since then may have changed. The survey rates advisors on the following criteria: overall satisfaction with the advisor, the advisor's
financial knowledge, the advisor's ability to provide financial advice that suits the individual needs of the client, and the adequacy of the amount of
contact with the advisor. An Advisor's score is based on an average of all responses for the advisor. There is no minimum number of respondents
required for an advisor to receive a score. Client experiences may vary and working with any Ameriprise financial advisor is not a guarantee of
future financial results. Investors should not consider this rating a substitute for their own research and evaluation of a financial advisor's
qualifications.
*Not all clients may respond to these questions. The numbers are averaged into responses to other survey questions to form the Client Satisfaction
Score.
2
Million Dollar Round Table (MDRT) is an independent association of the world's leading life insurance and financial services professionals.
Membership in MDRT is based on minimum commission and gross business generated within a year. MDRT status designations are granted for one
year, and members must apply annually to continue their affiliation with MDRT. Working with this advisor is not a guarantee of future financial
results. Investors should conduct their own evaluation of a financial advisor.
3
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective
criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a
credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review
(please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints
registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5.
Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-
discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do
not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award
promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award
winner’s future performance. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been
subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three
customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process,
(3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been
convicted of a felony.
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