Tim Werner
Tim Werner is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Edina, MN, with 30 years of industry experience. Tim 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
7212 Metro Blvd., Edina, MN, 55439
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Tim owns real estate, including farmland, and is involved in real estate holding and management companies. He also works as an independent insurance broker, selling fixed annuities, and manages his Ameriprise business, dedicating a few hours per week to each of these activities, and about 10-20% of his time to the real estate management partnership.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations39 states
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