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Timothy Heuiser

25 Years of Experience
Poplar Bluff, MO
Broker

Timothy Heuiser is a registered investment advisor at Ameriprise Financial Services, LLC, based in Poplar Bluff, MO, with 25 years of industry experience. Timothy 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

2991 Oak Grove Rd Fl 2nd, Poplar Bluff, MO, 63901

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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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Other Business Activities

Timothy has several outside business activities, including business ownership, consulting, and serving on the board of directors for Heuiser. He also works for Southern Bank, dedicating about a quarter of his time, including 20-39 hours during trading hours.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2018 - Present · 7 yrs 5 mos
Ameriprise Financial Services, LLC
December 2018 - Present · 7 yrs 5 mos
Ameriprise Financial Services, LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2018 · 9 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2018 · 9 yrs 6 mos
Citigroup Global Markets INC.
January 2001 - June 2009 · 8 yrs 5 mos
Citigroup Global Markets INC.Broker
June 2000 - June 2009 · 9 yrs
State Registrations12 states
ARAZCACOFLIDILKSKYMNMOWY
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.