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Timothy Dijak

Ameriprise Financial Services, LLC
42 Years of Experience
Saginaw, MI
4 DisclosuresBroker
View SEC Summary
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Timothy Dijak is a registered investment advisor at Ameriprise Financial Services, LLC, based in Saginaw, MI, with 42 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4855 State St, Ste 5, Saginaw, MI, 48603

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History

Regulatory History (4)
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
July 2023
Withdrawn
Regulatory
June 2021
Final
Regulatory
October 2019
Final
Employment Separation After Allegations
October 2018
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy has business ownership interests unrelated to investments since 2019, requiring minimal time. This activity does not occur during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 9 mos
Ameriprise Financial Services, LLC
November 2018 - Present · 7 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.
October 2008 - November 2018 · 10 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2008 - November 2018 · 10 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 1997 - February 2008 · 10 yrs 3 mos
First of Michigan CorporationBroker
August 1984 - December 1997 · 13 yrs 4 mos
State Registrations15 states
AZCACOFLGAINMIMTNCNYOHSCTXVAWA
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.
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