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Advisors / Tennessee / Columbia
10yrs

William Pearson

Financial advisor at Ameriprise Financial Services

William Pearson has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Columbia, Tennessee. William has been with Ameriprise Financial Services since 2025. 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 48 advisors with offices in Columbia, and one of 44 fiduciaries.

Columbia, TN 38401Fiduciary advisor

At a glance

Experience10 years (since 2016)
How that compares ?10 years in the industry
Office22 Public Square Suite 1, Columbia, TN 38401
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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Aug 2025 – now

Questions to ask William

Tailored to William’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About William

How do I contact William?

Call Ameriprise Financial Services at (612) 671-3131 and ask for William Pearson. William works from the Columbia, TN office.

How long has William been a financial advisor?

William has been in the industry since 2016, about 10 years. 10 years in the industry.

What licenses does William hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is William a fiduciary?

William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is William paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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