David M Lyall

CFP®, RICP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Lyall, Casey and Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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    We enjoy helping our clients achieve their financial goals. Learn about our team members.
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Background and qualification information is available at FINRA's BrokerCheck website.

Putting clients first; it’s what I do

Putting your interests first; it’s what I do

Ameriprise earned a 2020 Hearts & Wallets Top Performer recognition for the investment industry in:

• “Unbiased, puts my interest first”

• “Explains things in understandable terms”

• “Understands me and shares my values”


I’m proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Your retirement puzzle

These days, it’s not unusual for retirement to last 20-30 years – or even longer. That means you’ll need to create a secure income for yourself that will be there for you as long as you’ll need it. I’d like to share a short video with you that I think you’ll find interesting. It describes a solution that can help you ensure your income will last for as long as you need it. Visit riversource.com/puzzle to view “How do you solve your retirement puzzle?” After you’ve watched the video, contact me and we’ll talk about how this income solution might fit into your retirement plans.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)