RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
29yrs
Eric Tolbert
Financial advisor at Ameriprise Financial Services
Eric Tolbert has worked in the financial industry for 29 years and is a financial advisor based in Cleveland, Ohio. Eric has been with Ameriprise Financial Services since 1999. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience29 years (since 1998)
How that compares ?Top 17% by experience in Ohio
Office1422 Euclid Ave The Hanna Building, Suite 1564, Cleveland, OH 44115
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1999 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Eric
Local office(216) 373-7526Ask for Eric. (612) 671-3131Main office · Minneapolis, MN 1422 Euclid Ave The Hanna Building, Suite 1564Cleveland, OH 44115Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (216) 373-7526 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Eric Tolbert.
How long has Eric been a financial advisor?
Eric has been in the industry since 1998, about 29 years. Top 17% by experience in Ohio.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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