Chief Executive Officer
Current
Legacy Private Wealth Group
Jan 2021 - Present
AeroLeads people directory · profile
Timothy J. Werner Cfp, Mba, Apma Email & Phone Number
Chief Executive Officer, Legacy Private Wealth Group
at
Legacy Private Wealth Group
1 work email found
@aexp.com
5 phones found area 952
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Legacy Private Wealth Group
Role
Chief Executive Officer, Legacy Private Wealth Group
Location
Minneapolis, Minnesota, United States
Who is Timothy J. Werner Cfp, Mba, Apma? Overview
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Quick answer
Timothy J. Werner Cfp, Mba, Apma is listed as Chief Executive Officer, Legacy Private Wealth Group at Legacy Private Wealth Group, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at aexp.com, phone signal with area code 952, and a matched LinkedIn profile for Timothy J. Werner Cfp, Mba, Apma.
Timothy J. Werner Cfp, Mba, Apma previously worked as Chief Executive Officer at Legacy Private Wealth Group and President, Private Wealth Advisor at Legacy Private Wealth Group. Timothy J. Werner Cfp, Mba, Apma holds Certified Financial Planner, Financial Planning And Services from College For Financial Planning.
Company email context
Email format at Legacy Private Wealth Group
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*@aexp.com
68% confidence
AeroLeads found 1 current-domain work email signal for Timothy J. Werner Cfp, Mba, Apma. Compare company email patterns before reaching out.
Profile bio
About Timothy J. Werner Cfp, Mba, Apma
A private wealth advisory practice of Ameriprise Financial Services, LLC.Private Wealth Advisor with 25+ Years of ExperienceI am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.
Listed skills include Financial Planning.
Current workplace
Timothy J. Werner Cfp, Mba, Apma's current company
Company context helps verify the profile and gives searchers a useful next step.
Legacy Private Wealth Group
4 roles
Timothy J. Werner Cfp, Mba, Apma work experience
A career timeline built from the work history available for this profile.
President, Private Wealth Advisor
Current
Legacy Private Wealth Group
Legacy Private Wealth Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.My approachYour financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.Areas of focusRetirement Planning StrategiesWealth Preservation StrategiesInvestmentsExecutive Compensation and Benefit StrategiesEstate Planning StrategiesTax Planning Strategies
Dec 1996 - Present
Advisory Committee Member
Hennepin Health System
Serve on the Investment Advisory Subcommittee to the HHS Board of Directors
Oct 2015 - Mar 2024
Financial Analyst
Prior Lake Development Lp
Developed 18 hole world championship golf course, The Wilds, along with single family housing development.
Dec 1992 - Dec 1996
3 education records
Timothy J. Werner Cfp, Mba, Apma education
Certified Financial Planner, Financial Planning And Services
College For Financial Planning
Ba, Corporate Finance
Minnesota State University, Moorhead
Mba, Corporate Finance
University Of Saint Thomas - School Of Business
FAQ
Frequently asked questions about Timothy J. Werner Cfp, Mba, Apma
Quick answers generated from the profile data available on this page.
What company does Timothy J. Werner Cfp, Mba, Apma work for?
Timothy J. Werner Cfp, Mba, Apma works for Legacy Private Wealth Group.
What is Timothy J. Werner Cfp, Mba, Apma's role at Legacy Private Wealth Group?
Timothy J. Werner Cfp, Mba, Apma is listed as Chief Executive Officer, Legacy Private Wealth Group at Legacy Private Wealth Group.
What is Timothy J. Werner Cfp, Mba, Apma's email address?
AeroLeads has found 1 work email signal at @aexp.com for Timothy J. Werner Cfp, Mba, Apma at Legacy Private Wealth Group.
What is Timothy J. Werner Cfp, Mba, Apma's phone number?
AeroLeads has found 5 phone signal(s) with area code 952 for Timothy J. Werner Cfp, Mba, Apma at Legacy Private Wealth Group.
Where is Timothy J. Werner Cfp, Mba, Apma based?
Timothy J. Werner Cfp, Mba, Apma is based in Minneapolis, Minnesota, United States while working with Legacy Private Wealth Group.
What companies has Timothy J. Werner Cfp, Mba, Apma worked for?
Timothy J. Werner Cfp, Mba, Apma has worked for Legacy Private Wealth Group, Hennepin Health System, and Prior Lake Development Lp.
How can I contact Timothy J. Werner Cfp, Mba, Apma?
You can use AeroLeads to view verified contact signals for Timothy J. Werner Cfp, Mba, Apma at Legacy Private Wealth Group, including work email, phone, and LinkedIn data when available.
What schools did Timothy J. Werner Cfp, Mba, Apma attend?
Timothy J. Werner Cfp, Mba, Apma holds Certified Financial Planner, Financial Planning And Services from College For Financial Planning.
What skills is Timothy J. Werner Cfp, Mba, Apma known for?
Timothy J. Werner Cfp, Mba, Apma is listed with skills including Financial Planning.
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