Ameriprise Financial Services
39yrs
Top advisor by experience in Cortland
8yrs
Brian Davin
Financial advisor at Ameriprise Financial Services
Based in Cortland, Ohio, Brian Davin is a fiduciary financial advisor with 8 years of industry experience. Brian joined Ameriprise Financial Services in 2023, after five years at J.P. Morgan Securities and less than a year at Huntington Financial Advisors. 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.
One of 8 advisors with offices in Cortland, and one of 7 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3378 State Route 5 NE, Cortland, OH 44410
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
- 2023 – nowAmeriprise Financial Services, LLCCurrent firm
- 2019 – 2023J.P. Morgan Securities LLCPreviously
- Sep 2018 – Jan 2019The Huntington Investment CompanyPreviously
Contact Brian
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Brian. 3378 State Route 5 NECortland, OH 44410Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Brian Davin. Brian works from the Cortland, OH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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