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Advisors / Florida / Fort Myers
31yrs

Lawrence Crouse

Financial advisor at Ameriprise Financial Services

Lawrence Crouse has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Fort Myers, Florida. After 11 years at Merrill and eight years at UBS Financial Services, Lawrence joined Ameriprise Financial Services in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.

Fort Myers, FL 33907Top 15% by experience in FloridaFiduciary advisor
Call the officeDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 15% by experience in Florida
Office12800 University Dr Suite 105, Fort Myers, FL 33907
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 ?2 states

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 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. 2008 – 2020
    MerrillPreviously
  3. 2001 – 2008

Questions to ask Lawrence

Tailored to Lawrence’s registration and firm.

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

My notes and scorecard

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About Lawrence

How do I contact Lawrence?

Call Lawrence’s local office at (239) 768-8828 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Lawrence Crouse.

How long has Lawrence been a financial advisor?

Lawrence has been in the industry since 1995, about 31 years. Top 15% by experience in Florida.

What licenses does Lawrence hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Lawrence a fiduciary?

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

How is Lawrence paid?

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