TC
CFP
TC
CFP

Timothy Christensen

43 Years of Experience
Billings, MT
1 DisclosureBroker

Timothy Christensen is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Billings, MT, with 43 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Billings, MT

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
November 2024 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 1997 - January 2025 · 27 yrs 1 mo
Ameriprise Financial Services, LLCBroker
April 1982 - May 2024 · 42 yrs 1 mo
Ids Life Insurance CompanyBroker
April 1982 - July 2006 · 24 yrs 3 mos
Ids Financial Services INC.Broker
April 1982 - December 1986 · 4 yrs 8 mos
State Registrations1 state
MT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.