Bollin Wealth Management
45yrs
Top advisor by experience in Perrysburg
3yrs
Daniel Lambert
Full name on record: Daniel J Lambert
Financial advisor at Ameriprise Financial Services
Daniel Lambert is a fiduciary financial advisor in Perrysburg, Ohio, with 3 years in the industry. Daniel joined Ameriprise Financial Services in 2024, 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 110 advisors with offices in Perrysburg, and one of 86 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office137 W 3rd St, Perrysburg, OH 43551
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
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Daniel
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Daniel. 137 W 3rd StPerrysburg, OH 43551Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Daniel Lambert. Daniel works from the Perrysburg, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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