TM
CFP
TM
CFP

Tim Meister

46 Years of Experience
Indianapolis, IN
3 DisclosuresBroker

Tim Meister is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Indianapolis, IN, with 46 years of industry experience. Tim 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.

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

8900 Keystone Crossing, Ste 400, Indianapolis, IN, 46240-2129

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Denied
Customer Dispute
February 2009
Denied
Customer Dispute
April 2003
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1998 - Present · 27 yrs 10 mos
Ameriprise Financial Services, LLC
August 1980 - Present · 46 yrs 2 mos
Ameriprise Financial Services, LLCBroker
August 1980 - Present · 46 yrs 2 mos
Previous Registrations
Ids Life Insurance CompanyBroker
August 1980 - July 2006 · 25 yrs 11 mos
Ids Financial Services INC.Broker
August 1980 - December 1986 · 6 yrs 4 mos
State Registrations28 states
AKAZCACODEFLGAIAILINKYMIMNMONCNVNYOHOKORPASCTNTXUTVAWAWI
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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