Timothy Roberts
Investment adviser representative at Ameriprise Financial Services, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Ameriprise Financial Services, LLCJul 2026 to now
- International Assets Advisory, LLCJun 2025 to Jun 2026
- International Assets Investment Management, LLCJun 2025 to Jun 2026
- Cetera Investment Advisers LLCJun 2023 to Jun 2025
- Cetera Advisor Networks LLCSep 2019 to Jun 2025
- Summit Financial Groups IncJul 2005 to May 2021
- Summit Brokerage Services IncJul 2005 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (WV).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2618068
- Firm CRD
- 6363