Timothy Wakefield, financial advisor Florence AL

Timothy Wakefield

CRD Number: 5560671
Current Firm: Ameriprise Financial Services, LLC

Timothy Wakefield (CRD# 5560671) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, AL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Florence, AL Mar 2020 - Current < 1
Wakefield Ventures, Llc Dba Trek Bicycle Store Columbia Columbia, TN Jul 2017 - Current 3
Wakefield Ventures, Llc Dba The Spinning Spoke Cycle Hub Florence, AL Jul 2014 - Current 6
Wakefield Ventures Ii, Llc Dba Trek Bicycle Store Tuscaloosa Tuscaloosa, AL May 2016 - Mar 2019 2
Merrill Lynch Florence, AL Jun 2008 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Timothy P. Wakefield
Phone Number: 612-671-3131
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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