LPL Financial
42yrs
Top advisor by experience in Macomb
28yrs
Gerald Purdy
Full name on record: Gerald Patrick Purdy
Financial advisor at Ameriprise Financial Services
Gerald Purdy has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Macomb, Michigan. After 14 years at LPL Financial, Gerald joined Ameriprise Financial Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 30 advisors with offices in Macomb, and one of 29 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office17957 Hall Rd, Macomb, MI 48044
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 ?1 state
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.
Career
- Feb 2025 – nowAmeriprise Financial Services, LLCCurrent firm
- 2010 – 2025LPL Financial LLCPreviously
Contact Gerald
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Gerald. 17957 Hall RdMacomb, MI 48044Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Gerald
Tailored to Gerald’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gerald
How do I contact Gerald?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Gerald Purdy. Gerald works from the Macomb, MI office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Gerald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gerald 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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