Stifel, Nicolaus & Company
45yrs
Top advisor by experience in Port Huron
1yr
Addison Wallace
Financial advisor at Ameriprise Financial Services
Based in Port Huron, Michigan, Addison Wallace is a fiduciary financial advisor with 1 year of industry experience. Addison 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 29 advisors with offices in Port Huron, and one of 27 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office527 Huron Ave, Port Huron, MI 48060
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
- Oct 2025 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Addison
Local office(810) 987-5370Ask for Addison. (612) 671-3131Main office · Minneapolis, MN 527 Huron AvePort Huron, MI 48060Office · Get directions LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Addison
Tailored to Addison’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 Addison
How do I contact Addison?
Call Addison’s local office at (810) 987-5370 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Addison Wallace.
How long has Addison been a financial advisor?
Addison has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Addison hold?
Series 66. Tap any license on this page to see what it allows.
Is Addison a fiduciary?
Addison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Addison paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Addison 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.
Other advisors nearby
Wells Fargo Advisors
43yrs
Top 2% by experience nationwide
Equitable Advisors
43yrs
Top 1% by experience at Equitable Advisors
Oppenheimer & Co.
42yrs
Top 2% by experience nationwide
Wells Fargo Advisors
40yrs
Top 4% by experience nationwide
Oppenheimer & Co.
38yrs
Top 6% by experience nationwide