Timothy Lewis
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Timothy Lewis Email & Phone Number

Financial Advisor | Managing Director at Pinnacle Private Wealth Group a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC at Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC
Location: St Michael, Minnesota, United States 5 work roles 2 schools
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Current company
Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC
Role
Financial Advisor | Managing Director at Pinnacle Private Wealth Group a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Location
St Michael, Minnesota, United States

Who is Timothy Lewis? Overview

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Quick answer

Timothy Lewis is listed as Financial Advisor | Managing Director at Pinnacle Private Wealth Group a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC at Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC, based in St Michael, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Timothy Lewis.

Timothy Lewis previously worked as Financial Advisor | Managing Director at Pinnacle Private Wealth Group | Ameriprise Financial Services, Llc and Director of Recruiting & Branch Development at Ameriprise Financial Services, Llc. Timothy Lewis holds Bachelor Of Arts - Ba, Accounting from St. John'S University, Mn.

Profile bio

About Timothy Lewis

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.

Current workplace

Timothy Lewis's current company

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Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC
Pinnacle Private Wealth Group | Ameriprise Financial Services, Llc
Financial Advisor | Managing Director at Pinnacle Private Wealth Group a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
5 roles

Timothy Lewis work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Managing Director

Current
Pinnacle Private Wealth Group | Ameriprise Financial Services, Llc

Rochester, MN

Pinnacle 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.

Jan 2018 - Present

Director Of Recruiting & Branch Development

Ameriprise Financial Services, Llc

Minnesota | Iowa | Wisconsin

Apr 2017 - Jan 2018

Regional Director Branch Development

Minneapolis, MN

Based 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.

Oct 2013 - Mar 2017

Sr. Regional Sales Director

Minneapolis, MN

I 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.

Dec 2011 - Oct 2013
2 education records

Timothy Lewis education

Bachelor Of Arts - Ba, Accounting

St. John'S University, Mn

Activities and Societies: SJU Baseball

FAQ

Frequently asked questions about Timothy Lewis

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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 Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC?

Timothy Lewis is listed as Financial Advisor | Managing Director at Pinnacle Private Wealth Group a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC at Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC.

Where is Timothy Lewis based?

Timothy Lewis is based in St Michael, Minnesota, United States while working with Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC.

What companies has Timothy Lewis worked for?

Timothy Lewis has worked for Pinnacle Private Wealth Group | Ameriprise Financial Services, Llc, Ameriprise Financial Services, Llc, Ameriprise Financial, and Ameriprise Financial Services, Inc..

How can I contact Timothy Lewis?

You can use AeroLeads to view verified contact signals for Timothy Lewis at Pinnacle Private Wealth Group | Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Timothy Lewis attend?

Timothy Lewis holds Bachelor Of Arts - Ba, Accounting from St. John'S University, Mn.

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