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Thomas Temeyer

30 Years of Experience
Winter Park, FL
1 DisclosureBroker

Thomas Temeyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Winter Park, FL, with 30 years of industry experience. Thomas 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

2709 W Fairbanks Ave, Ste 100, Winter Park, FL, 32789

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History

Regulatory History (1)
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Criminal
May 1993
Final Disposition
Other Business Activities

Thomas owns a business since 2000, dedicating minimal time to it. He also serves as the 2nd Vice President on the Board of Directors for Temeyer since 2020, spending a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2021 - Present · 5 yrs 2 mos
Ameriprise Financial Services, LLC
February 2021 - Present · 5 yrs 3 mos
Ameriprise Financial Services, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
July 2019 - October 2020 · 1 yr 3 mos
Franklin/templeton Distributors, INC.Broker
March 2001 - October 2020 · 19 yrs 7 mos
Tfs Securities, INC.Broker
October 1999 - March 2001 · 1 yr 5 mos
Franklin/templeton Distributors, INC.Broker
May 1995 - September 1999 · 4 yrs 4 mos
State Registrations33 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.