Unclaimed
Timothy Bruce Rohlfing is a financial advisor with Ameriprise Financial Services, LLC. He has been working in the financial industry since 1996. Timothy Rohlfing is registered with FINRA as a registered representative, and as an investment advisor representative in Colorado and Texas. Timothy Rohlfing has his Series 7 and Series 63 licenses, as well as the SIE exam. Timothy Rohlfing's current employer, Ameriprise Financial Services, LLC, is an investment advisor, and provides a variety of financial services to clients. Ameriprise Financial Services, LLC has offices located in Colorado Springs, Colorado, and other locations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
10/05/2006 - Present
Ameriprise Financial Services, LLC (COLORADO SPRINGS CO)
MN
01/01/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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