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CFP
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CFP

Timothy Roberts

Ameriprise Financial Services, LLC
31 Years of Experience
Wheeling, WV
Broker
View SEC Summary
View SEC Summary

Timothy Roberts is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Wheeling, WV, with 31 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
—
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Location

44 15th St, Wheeling, WV, 26003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2026 - Present · 3 mos
Ameriprise Financial Services, LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
International Assets Investment Management, LLC
June 2025 - July 2026 · 1 yr 1 mo
International Assets Advisory, LLCBroker
June 2025 - July 2026 · 1 yr 1 mo
Cetera Investment Advisers LLC
June 2023 - May 2025 · 1 yr 11 mos
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Cetera Advisor Networks LLCBroker
September 2019 - May 2025 · 5 yrs 8 mos
Summit Financial Group INC
August 2005 - May 2021 · 15 yrs 9 mos
Summit Brokerage Services, INC.Broker
July 2005 - September 2019 · 14 yrs 2 mos
Janney Montgomery Scott LLCBroker
June 2005 - August 2005 · 2 mos
Janney Montgomery Scott LLC
June 2005 - August 2005 · 2 mos
Parker/hunter Incorporated
June 2005 - June 2005 · 0 mos
Parker/hunter IncorporatedBroker
August 2000 - June 2005 · 4 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1996 - August 2000 · 4 yrs 6 mos
First Investors CorporationBroker
May 1995 - February 1996 · 9 mos
State Registrations15 states
CAFLGAIDMAMDNCNHNVOHORPAVAWVWY
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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