Robert W. Baird & Co.
40yrs
Top advisor by experience in Henderson
26yrs
Erick Dalton
Full name on record: Erick Timothy Dalton
Financial advisor at Ameriprise Financial Services
Based in Henderson, Kentucky, Erick Dalton is a fiduciary financial advisor with 26 years of industry experience. Erick has been with Ameriprise Financial Services since 2000. Erick holds the CFP® designation.
One of 37 advisors with offices in Henderson, and one of 35 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 19% by experience in Henderson
Office238 2nd Street, Henderson, KY 42420
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2000 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Erick
Local office(270) 827-8849Ask for Erick. (612) 671-3131Main office · Minneapolis, MN 238 2nd StreetHenderson, KY 42420Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Erick
Tailored to Erick’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 Erick
How do I contact Erick?
Call Erick’s local office at (270) 827-8849 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Erick Dalton.
How long has Erick been a financial advisor?
Erick has been in the industry since 2000, about 26 years. Top 19% by experience in Henderson.
What licenses does Erick hold?
Series 66. Tap any license on this page to see what it allows.
Is Erick a fiduciary?
Erick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Erick paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Erick 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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