Timothy Wachter
Timothy Wachter is a registered investment advisor at Ameriprise Financial Services, LLC, based in Franklin, WI, with 16 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
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
10060 W Loomis Rd, Franklin, WI, 53132-8109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the president of Victory Creek Accounting, LLC, a board member of the Franklin Economic Development Commission, and the owner/president of Victory Creek Investment Services, LLC. He also works as an advisory representative of a RIA, CIRA, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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