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Timothy Fugleberg

8 Years of Experience
Roseau, MN
Broker

Timothy Fugleberg is a registered investment advisor at Ameriprise Financial Services, LLC, based in Roseau, MN, with 8 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

201 3rd Ave Nw, Roseau, MN, 56751

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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 owns Fugleberg Landscaping, though he hasn't actively done landscaping work in several years. He also manages the Ameriprise business and works as staff for HP Operations, LLC, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2018 - Present · 7 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Ameriprise Financial Services, LLC
March 2017 - Present · 9 yrs 2 mos
State Registrations15 states
AZCOFLIAILMNMOMTNDNENJNMTXWAWI
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.
Timothy Fugleberg - Financial Advisor | TrueAdvisor