What you can expect when you work with me My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:1:1 financial advice based on your goals and needs.Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.Regular meetings to review your goals, progress and investments.Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultationPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.
Pinnacle Private Wealth Group | Ameriprise Financial Services, Llc
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Financial Advisor | Managing DirectorPinnacle Private Wealth Group | Ameriprise Financial Services, Llc Jan 2018 - PresentRochester, MnPinnacle Private Wealth GroupA private wealth advisory practice of Ameriprise Financial Services, LLCOur team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.
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Director Of Recruiting & Branch DevelopmentAmeriprise Financial Services, Llc Apr 2017 - Jan 2018Minnesota | Iowa | Wisconsin
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Regional Director Branch DevelopmentAmeriprise Financial Oct 2013 - Mar 2017Minneapolis, MnBased in Minneapolis within the Upper Midwest region, I travel throughout the region building relationships with advisors who may be open to considering a change in affiliation. * Identify and recruit qualified, experienced financial advisors interested in growing their wealth management business and help initiate their transition to the firm through independent and/or employee channel. * Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to established advisors. * Build and maintain strong partnerships between corporate partners, field leaders and advisors to align with business strategies. * Maintain current industry competitive intelligence, benchmarking and analysis. * Coach and develop others to help them maximize their potential. -
Sr. Regional Sales DirectorAmeriprise Financial Services, Inc. Dec 2011 - Oct 2013Minneapolis, MnI work with Financial Professionals across the Upper Midwest to better understand the history, the values and the support Ameriprise Financial can offer to them and their clients.
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Region DirectorAmeriprise Financial Nov 2009 - Dec 2011
Timothy Lewis Education Details
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St. John'S University, MnAccounting -
Accounting And Business/Management
Frequently Asked Questions about Timothy Lewis
What company does Timothy Lewis work for?
Timothy Lewis works for Pinnacle Private Wealth Group | Ameriprise Financial Services, Llc
What is Timothy Lewis's role at the current company?
Timothy Lewis's current role is Financial Advisor | Managing Director at Pinnacle Private Wealth Group a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
What schools did Timothy Lewis attend?
Timothy Lewis attended St. John's University, Mn, Saint John's University.
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