Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
6yrs
David Richards
Full name on record: David E Richards
Financial advisor at Ameriprise Financial Services
Based in Allentown, Pennsylvania, David Richards is a fiduciary financial advisor with 6 years of industry experience. David joined Ameriprise Financial Services in 2021, 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 417 advisors with offices in Allentown, and one of 377 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office5100 W Tilghman St Suite 211, Allentown, PA 18104
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
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 Ameriprise Financial Services at 612-671-3131 and ask for David Richards. David works from the Allentown, PA office.
How long has David been a financial advisor?
David has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does David hold?
Series 66. 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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