BT
CFP
BT
CFP

Brian Timmer

34 Years of Experience
Hudsonville, MI
1 DisclosureBroker

Brian Timmer is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Hudsonville, MI, with 34 years of industry experience. Brian 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

2856 Port Sheldon St, Hudsonville, MI, 49426

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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
November 2022
Denied
Other Business Activities

Brian owns commercial real estate since 2018 and another business since 2019, dedicating minimal time to the latter. Brian also provided a loan to his son-in-law to help fund a location for his counseling practice, starting in 2024.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 19 yrs 11 mos
Ameriprise Financial Services, LLCBroker
July 1991 - Present · 35 yrs 2 mos
Ameriprise Financial Services, LLC
July 1991 - Present · 35 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
July 1991 - July 2006 · 15 yrs
State Registrations27 states
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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.
Brian Timmer - Financial Advisor | TrueAdvisor