Ameriprise Financial Services
36yrs
Top advisor by experience in Live Oak
9yrs
Deric Eldridge
Full name on record: Deric Thor Eldridge
Financial advisor at Ameriprise Financial Services
Based in Live Oak, Texas, Deric Eldridge is a fiduciary financial advisor with 9 years of industry experience. Deric joined Ameriprise Financial Services in 2021, after less than a year at Cuna Brokerage Services. 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 17 advisors with offices in Live Oak, and one of 17 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office1 Ikea-Rbfcu Parkway, Live Oak, TX 78233
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
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Mar 2021 – Sep 2021Cuna Brokerage Services, Inc.Previously
Questions to ask Deric
Tailored to Deric’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 Deric
How do I contact Deric?
Call Ameriprise Financial Services at 612-671-3131 and ask for Deric Eldridge. Deric works from the Live Oak, TX office.
How long has Deric been a financial advisor?
Deric has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Deric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Deric a fiduciary?
Deric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Deric paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Deric 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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