Eric Fitzwilliams
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameriprise Financial Services, LLCAug 2023 to now
- True North Property ManagementOct 2023 to Oct 2024
- Zhang FinancialAug 2022 to Jun 2023
- Orrin B Hayes MercedesOct 2021 to Aug 2022
- Fleetwood GroupMay 2021 to Aug 2021
- Fleetwood GroupMay 2020 to Aug 2020
- Western Michigan UniversityAug 2018 to Aug 2023
- Crown MotorsNov 2017 to Apr 2021
- Hamilton High & Middle SchoolAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7802823
- Firm CRD
- 6363