Timothy F Conner
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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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
13 years in the industry.
- Ameriprise Financial Services, LLCMar 2024 to now
- Raymond James Financial Services Advisors, Inc.Oct 2021 to Feb 2024
- Raymond James Financial Services, Inc.Oct 2021 to Feb 2024
- Pinnacle Financial Partners/pinnacle BankJul 2021 to Mar 2024
- Pinnacle Asset ManagementApr 2021 to Mar 2024
- Pinnacle Bank/pinnacle Financial PartnersApr 2021 to Mar 2024
- Wells Fargo Clearing Services, LLCFeb 2018 to Apr 2021
- Wells Fargo Advisors, LLC.Oct 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 6259534
- Firm CRD
- 6363