Timothy Wayne Cadwallader
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCAug 2024 to now
- Meridian Behavioral HealthOct 2022 to Jun 2024
- Walser ToyotaSep 2021 to Sep 2022
- Self EmployedFeb 2021 to Nov 2021
- Northern Integrated Health dba Professional Counseling CenterDec 2018 to Feb 2021
- CignaOct 2017 to Nov 2018
- Shakopee Mdewakanton Sioux CommunitySep 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7968631
- Firm CRD
- 6363