Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
31yrs
Tim Cherry is a fiduciary financial advisor in Fort Myers, Florida, with 31 years in the industry. Tim joined Ameriprise Financial Services in 2017, after nine years at LPL Financial and a year at Morgan Keegan & Company. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in Florida
Office12620 World Plaza Ln Suite 3 Building 60, Fort Myers, FL 33907
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowAmeriprise Financial Services, LLCCurrent firm
- 2008 – 2017LPL Financial LLCPreviously
- Feb 2007 – May 2008Morgan Keegan & Company, LLCPreviously
- May 2006 – Feb 2007Amsouth Investment Management Company LLCPreviously
- Apr 2005 – Mar 2006Amsouth Investment Management Company LLCPreviously
- 2001 – 2004Southtrust Securities, LLCPreviously
Contact Tim
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Tim. 12620 World Plaza Ln Suite 3 Building 60Fort Myers, FL 33907Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Tim
Tailored to Tim’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tim
How do I contact Tim?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Tim Cherry. Tim works from the Fort Myers, FL office.
How long has Tim been a financial advisor?
Tim has been in the industry since 1995, about 31 years. Top 14% by experience in Florida.
What licenses does Tim hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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