Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has over 26 years of experience in the finance industry. Robert Aamodt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 6792902
Coign Capital Advisors LLC
CRD# 1260613
Stratos Wealth Partners, Ltd
Company Name | Location | Dates | Years |
---|---|---|---|
University Of Utah | Salt Lake City, UT | Jan 2019 - Current | 5 |
Rh Advisors, LLC | Farmington, UT | Sep 2018 - Current | 5 |
Rock House Financial, LLC | Farmington, UT | May 2018 - Current | 6 |
48 South, LLC | Farmington, UT | May 2016 - Current | 8 |
Rock House Financial | Farmington, UT | May 2015 - Current | 9 |
United Planners Financial Services | Scottsdale, AZ | Apr 2015 - Current | 9 |
Rock House Holdings, LLC | Farmington, UT | Jan 2007 - Current | 17 |
Manchester Holdings, LLC | Layton, UT | Sep 2004 - Current | 19 |
Bob Aamodt, Inc. | Farmington, UT | Mar 1998 - Current | 26 |
Bob Aamodt Inc. | Farmington, UT | Mar 1998 - Current | 26 |
Tri-utah | Draper, UT | Jan 2014 - Dec 2016 | 2 |
Kcg Securities, LLC | Draper, UT | Jan 2011 - Apr 2015 | 4 |
Knox Capital Advisors, LLC | Draper, UT | Jan 2011 - Apr 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1998 |
S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- UT
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Total Assets Under Management215MILLIONS
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Total Number of Accounts1,216ACCOUNTS
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Average Account Value$176,753
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, ID, NV, TX, UT, WA
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