Karen Tiner
Karen Tiner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Haines City, FL, with 33 years of industry experience. Karen 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
135 N 6th St, Ste A, Haines City, FL, 33844-4265
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Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Karen is a board member for Tiner since 2017 and chair elect since January 2024, dedicating a few hours per week to each role. She also reviews financial documents for the Northeast Polk Chamber of Commerce Finance Committee, spending a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations18 states
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.