Ameriprise Financial Services
35yrs
Top 8% by experience in Wisconsin
14yrs
David Stuart
Financial advisor at Ameriprise Financial Services
David Stuart is a fiduciary financial advisor in Cambridge, Wisconsin, with 14 years in the industry. After five years at Primerica Advisors, David joined Ameriprise Financial Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4 advisors with offices in Cambridge, and one of 2 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office113 Spring St, Cambridge, WI 53523
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
- 2017 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 2017PFS Investments Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call David’s local office at (920) 261-0511 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for David Stuart.
How long has David been a financial advisor?
David has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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