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Featured Business Financial Advisor in Phoenix, AZ
Phoenix Financial Advisors
Ameriprise Financial
2398 E Camelback Rd., Ste 550
Phoenix, AZ 85016
(480) 922-4203
“We Shape Financial Futures For A Lifetime”
Advisor Profile
Tim Bryan, APMA, CRPC
Name:  Tim Bryan, APMA, CRPC
Phone Number:  (480) 922-4203
Website:  Visit Website
Disclaimer
You should consider the investment objectives, risks, charges and expenses of certificates carefully before investing. For a free prospectus, which contains this and other important information about our certificates, please visit ameriprise.com. Read the prospectus carefully before you invest. Certificates are backed by reserves of cash and qualified assets on deposit of Ameriprise Certificate Company and are not federally or FDIC insured, and include investment risk, including possible loss of principal. The assets backing the certificates have varying ratings and generally increase in market value as interest rates fall and decrease in market value as interest rates rise. These assets have risks, including credit risk, interest rate risk, prepayment and extension risk. Ameriprise® Certificates are issued by Ameriprise Certificate Company and distributed by Ameriprise Financial Services, Inc. Member FINRA and SIPC. The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding your specific situation.

About Ameriprise Financial

Why choose Ameriprise?

When you have the right financial advisor, life can be brilliant.
What matters most to you in life? It's a big question. But it's just one of the many questions an Ameriprise advisor will ask to get a better understanding of you, your goals and your dreams. Questions you may not hear from other advisors or financial advisory companies.

Together, you and your advisor will consider all aspects of your financial life ensuring as your life changes, your plan does too.

We'll help you plan to cover essential expenses and determine how to fund the lifestyle you seek, prepare for the unexpected and leave the legacy you desire. All to help you live confidently. Both today and well into the future.

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Financial planning
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.

Investments
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.

Personal Trust Services
Ameriprise National Trust Bank provides professional fiduciary services to help ensure the legacy you desire is carried out according to your wishes.
 

General Information

Gender:    Male
CRD#:    4349172
Firm CRD#:    6363
Insurance License#:    112579
Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
States Licensed in:    Timothy Bryan is licensed and registered to conduct business in AZ.

Based on licenses and registrations I hold, I may also conduct business in KS, NY, OR, NC, SD, MI, FL, WI, WA, NH, NV, CA, IL, MN, MA, UT, IN, TX, CO, AR.
States Willing to do Business in:    Paradise Valley,Phoenix,Scottsdale
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    9
Work Experience:    St. Luke's Medical
Donor Network of Arizona
Wachovia Securities
First Union Securities
Smith Barney
Ameriprise Financial
I work with the following types of clients:    Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
Bachelor's Degree from Arizona State
 

Services

Investment Types:    Mutual Funds, Bonds, Options & Futures, Alternative Investments, Stocks, Preferred Stocks, Commodities, Annuities, Insurance, FOREX & Currency, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your home, At your office, Via email, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 66, Series 63, Series 24, Series 7, Series 65
Insurance and Annuity Licenses:    Disability, Health, Life, Long Term Care, Property, Variable Annuity, Variable Life, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
Non-Financial Organization Memberships:    Disabled American Veterans
Save The Family
American Red Cross
 

Firm Information

Advisor's Number of Clients:    150
Advisor's Number of Managed Clients:    100
Advisor's Number of Planning Clients:    100
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Flat Fee, Based on Assets, Hourly, Commissions
Fee % Based on Assets:    1.00
Hourly Rate:    $250
Flat Fee Rate:    $250
Additional Details on Charges:    Flexible fees and/or commissions depending on
client eeds. Can charge per plan basis as well.
Minimum Fee Charged for Managed Accounts:    $250
Minimum Fee Charged for Hourly Planning Accounts:    $250
Minimum Fee Charged for Flat Fee Accounts:    $250
 
 
 
Prepared By: Tim Bryan, APMA, CRPC

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