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Tim Cherry

Ameriprise Financial Services, LLC
31 Years of Experience
Fort Myers, FL
2 DisclosuresBroker
View SEC Summary
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Tim Cherry is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fort Myers, FL, with 31 years of industry experience. Tim 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

12620 World Plaza Ln, Ste 3 Bldg 60, Fort Myers, FL, 33907-3996

Get directions

History

Regulatory History (2)
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
February 2002
Settled
Customer Dispute
April 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Tim is involved in business ownership activities and serves as President of Cherry. He dedicates about 10-20% of his time to his role as President of Cherry.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLC
July 2017 - Present · 9 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLC
July 2008 - August 2017 · 9 yrs 1 mo
LPL Financial LLCBroker
July 2008 - August 2017 · 9 yrs 1 mo
Morgan Keegan & Company, INC.
February 2007 - May 2008 · 1 yr 3 mos
Morgan Keegan & Company, INC.Broker
February 2007 - May 2008 · 1 yr 3 mos
Amsouth Investment Management Company LLC
May 2006 - February 2007 · 9 mos
Amsouth Investment Services, INC.Broker
May 2006 - February 2007 · 9 mos
Amsouth Investment Services, INC.Broker
May 2005 - March 2006 · 10 mos
Amsouth Investment Management Company LLC
April 2005 - March 2006 · 11 mos
Southtrust Securities, LLCBroker
March 2001 - April 2005 · 4 yrs 1 mo
Southtrust Securities, INC.
March 2001 - December 2004 · 3 yrs 9 mos
Amsouth Investment Services, INC.Broker
April 1999 - March 2001 · 1 yr 11 mos
First Union Brokerage Services, INC.Broker
May 1995 - April 1999 · 3 yrs 11 mos
State Registrations16 states
AZCOCTFLGAINMIMNNCNJOHPASCTXVAWI
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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