Timothy John Davis
Investment adviser representative at Ameriprise Financial Services, LLC
20 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
20 years in the industry.
- Ameriprise Financial Services, LLCOct 2023 to now
- TD Bank N.A.Dec 2022 to Sep 2023
- TD Private Client Wealth LLCDec 2022 to Sep 2023
- LPL Financial LLCMay 2022 to Dec 2022
- Cuna Brokerage Services, IncOct 2019 to Dec 2022
- Sun FcuOct 2019 to Dec 2022
- UnemployedApr 2019 to Oct 2019
- Edward JonesAug 2018 to Apr 2019
- UnemployedMar 2018 to Aug 2018
- United States Air ForceDec 2006 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6989568
- Firm CRD
- 6363