Timothy C Fitzbag

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Gilford, NH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Gilford, NH

Other Businesses

Real Estate Ownership; Commercial; 22 Sawmill Rd, Gilford, NH 03249, ,; ; 08/14/2009. Independent Insurance Brokering; Metlife; 05/12/2017; . Business Ownership; Loose Wheel Racing; ; Retail business which sells racing collectibles.; 249 South Main streetLaconia, NH 03246, ,; ; 05/01/1999; 1 to 9 hours per month; . Board of Directors; Highland Ridge Community Homeowner's Association; Vice President; Highalnd Ridge Community HOA, 4301 Vineland Rd, Suite E-1, Orlando, FL, 32811; Not Investment-Related; 05/19/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Self Employed / Timothy C Fitzbag; Owner - Digital Creator - Social Media Influencer; ; 325 Durrell Mountain Rd, , Belmont, NH, 3220; Not Investment-Related; 09/08/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Amateur Athlete; Runner; 325 Durrell Mtn Rd, Belmont, NH 03220, ,; Not Investment-Related; 05/22/2018; 1 to 9 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-03