Certified by David Bates - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Louisville, KY area, David Bates will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by David Bates - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
David Bates - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About David Bates - Financial Advisor, Ameriprise Financial Services, LLC
What services does David Bates offer as a financial advisor?
David Bates specializes in Investment Management, Retirement Income Strategies, and Small Business financial planning.
Where is David Bates - Financial Advisor located?
The office is located at 806 Stone Creek Pkwy, Ste 5, Louisville, KY 40223, USA.
How can I contact David Bates for financial planning services?
You can call +1 502-489-5399 or email david.a.bates@ampf.com to get in touch.
Does David Bates offer online and onsite appointments?
Yes, David Bates offers both online appointments and onsite services.
How can I schedule a consultation with David Bates?
You can schedule a consultation via the appointment link at https://www.ameripriseadvisors.com/david.a.bates/contact.
Where can I find more information about David Bates' credentials?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What nearby businesses can I visit for related financial or legal services?
Near David Bates, you can find Courtney Yartz - Ameriprise Financial Services, LLC for financial services and Nick Thompson Bankruptcy & Foreclosure Attorney for legal and credit counseling services.
Are there any nearby wellness or spa centers I could visit before or after my appointment?
Yes, nearby wellness options include C.C. Lou Aesthetics and Wellness, Total Vitality Massage, and Wellspring Therapeutic Skin Care.
Can I find real estate or mortgage services close to David Bates' office?
Yes, there are several nearby real estate agents such as Daniel Fabulic Agency and Bryar.Realtor, as well as mortgage broker George Dunlap - Totally About Lending.
What social media platforms can I use to follow Ameriprise Financial Services?
You can follow Ameriprise Financial Services on Facebook at https://www.facebook.com/Ameriprise/ and on Instagram with the handle 'ameriprise'.
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