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Addison Wallace

Ameriprise Financial Services, LLC

Port Huron, MI

Marysville, MI

CRD 7906701

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-10-16
  • MI RA
    APPROVED
    Since 2025-10-16

Branch Locations

527 Huron Ave, Port Huron, MI 48060-3805 • United States

Marysville, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Port Huron MI 05/2024 Present
Marysville Middle School Marysville MI 05/2015 06/2018
Marysville High School Marysville MI 09/2018 05/2022
Michigan State University East Lansing MI 08/2022 Present
Pizza Hut St. Clair MI 08/2020 01/2021
Black River Country Club Port Huron MI 04/2021 08/2023
Solitude Links Golf Course & Banquet Center Kimball MI 05/2023 08/2024
Eli Broad College Of Business East Lansing MI 01/2023 05/2024
  • 05/2024 → Present
    Ameriprise Financial Services, Llc
    Port Huron, MI
  • 05/2015 → 06/2018
    Marysville Middle School
    Marysville, MI
  • 09/2018 → 05/2022
    Marysville High School
    Marysville, MI
  • 08/2022 → Present
    Michigan State University
    East Lansing, MI
  • 08/2020 → 01/2021
    Pizza Hut
    St. Clair, MI
  • 04/2021 → 08/2023
    Black River Country Club
    Port Huron, MI
  • 05/2023 → 08/2024
    Solitude Links Golf Course & Banquet Center
    Kimball, MI
  • 01/2023 → 05/2024
    Eli Broad College Of Business
    East Lansing, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10
Other Names
  • Addison Wallace
  • Addison Ella Wallace

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

STEVEN J BEATTY
JEFFREY JOHN WALLACE
DAVID MICHAEL BETTS

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PORT HURON, MI
EDWARD JONES · PORT HURON, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Port Huron, MI

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