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Our financial advice team


Timothy Jon Werner, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Timothy Jon Werner

MBA, CFP®, APMA

Private Wealth Advisor

Legacy Private Wealth Group
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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
  • Wealth Preservation Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • MBA, University of Saint Thomas - School of Business
  • BS Finance, University of Minnesota
  • BA Corporate Finance, Minnesota State University - Moorhead

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2021
  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021
  • Ameriprise Chairman's Advisory Council, 2018-2021
  • Ameriprise Circle of Success Diamond Ring, 2013
  • Ameriprise Circle of Success, 2004 - 2008, 2010 - 2021
  • Five Star Wealth Manager, 2012, 2014 - 2018

Professional associations

  • College of Financial Planning (CFP)

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Serve on the Investment Advisory Committee to the board for Hennepin County Medical Center (HCMC)

Active in the church, volunteer organizations

Interests

  • Coaching athletic teams in the Lakeville, Minnesota area: softball, basketball and baseball
  • Enjoy outdoor activities, cooking, gardening and woodworking