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Our financial advice team


David Ellis, Financial Advisor serving the Yakima, WA area - Ameriprise Advisors

David Ellis

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Heritage Wealth Advisors
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Investment Management

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 Securities License
    Series 66
    WA Life, Health and Disability License

Education

  • Bachelor of Science, Portland State University 2017

Awards & recognition

  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023
  • Heritage Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Heritage Wealth Advisors, Washington's Most Equitable Workplaces, 2020

Previous experience

  • Client Service Specialist Proguidance, Wealth Advisors, 2017-2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Community: I was born and raised in Yakima. As a child I remember my Football and Soccer coaches who committed their time to benefit their community and those in it. My way of giving back has been through serving on non-profit boards such as Yakima Rotaract and coaching soccer with various youth leagues in the valley.

Interests

Sports: at a young age soccer became my first love. I continue to play in men’s leagues and coach local youth teams to share my love for the beautiful game.

Agriculture: living in Yakima has put me right in the agricultural heart of Washington. I grew up on my parent’s alfalfa farm, and passionately continue to support the growth and well being of our area farmers.