Timothy Mcnally

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

• 03/2019 → 03/2020
  Ameriprise Financial Services, Inc.
  Plano, TX
• 04/2017 → 03/2019
  Perspecta
  Plano, TX
• 05/2016 → 12/2017
  Oilman Magazine
  Houston, TX
• 06/2014 → 12/2016
  Impact Fluid Solutions
  Houston, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Plano, TX

Other Businesses

Business Ownership; Sacred Home; Co-owner; Real Estate; 6860 Dallas Parkway, Suite 550, Plano, TX, 75024; Not Investment-Related; 02/01/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Elevation Management Services, LLC; AFA of an AMPF practice; Manage advisory business; 6860 Dallas Parkway, Suite 550, Plano, TX, 75024; Investment-Related; 04/01/2020; 60 hours per month; 60 during trading hours. Other Business Activities; Etsy Shop; Selling various goods on Etsy Website (Thank You Cards, Birthday Cards, etc.); 7421 Frankford Rd Apt 1528, , Dallas, TX, 75252; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-06

Other Names

• Timothy Mcnally
• Timothy John Mcnally
• Timothy Mcnally