Our financial advice team

Timothy Brant Lewis, Financial Advisor serving the Brainerd, MN area - Ameriprise Advisors

Timothy Brant Lewis

Financial Advisor

Managing Director of
Pinnacle Private Wealth Group
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investment Management

Education

  • Bachelor of Arts, Accounting - St. John's University, Minnesota

Community participation

Interests

"As an avid outdoors person, when I am not in the office I can be found in the boat fishing, on the trails, or at the baseball or soccer field. There are many joys in life, however, very few are as rewarding as watching my kids compete in their sports or learning more about the outdoors. This wonderful state we live in can offer so much for each of us while enjoying all four seasons to the year!" - Tim Lewis

Our mission

At Pinnacle Private Wealth Group, our mission is to empower clients to make educated and informed decisions to live the lives they envision.

We seek to understand your:

  • Values
  • Purpose
  • Goals
  • Expectations

Pinnacle Private Wealth Group's team values:

  • Client centric experience
  • Integrity
  • Family
  • Collaboration
  • Transparency