Robert Arnoldy (CRD# 2645238) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Brighton, MN and has over 28 years of experience in the finance industry. Robert Arnoldy 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# 1682050
Osaic Wealth, Inc.
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Thrivent Advisor Network, LLC
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Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | New Brighton, MN | Mar 2020 - Current | 4 |
Ameriprise Financial Services Inc. | Inver Grove Heights, MN | Jun 2017 - Mar 2020 | 2 |
Jp Morgan Chase Bank | Friendswood, TX | Jul 2016 - Jun 2017 | < 1 |
Jp Morgan Securities, LLC | Friendswood, TX | Jul 2016 - Jun 2017 | < 1 |
Unemployed | Missouri City, TX | Jan 2016 - Jun 2016 | < 1 |
Ameriprise Financial Services Inc. | Webster, TX | Sep 2015 - Dec 2015 | < 1 |
Open Range Financial Group, LLC | Houston, TX | Jul 2015 - Aug 2015 | < 1 |
Ameriprise Financial Services Inc. | Houston, TX | Dec 2014 - Jul 2015 | < 1 |
Texas Dow Employees Credit Union | Lake Jackson, TX | Jan 2013 - Dec 2014 | 1 |
Lpl Financial | Lake Jackson, TX | Jan 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
- MN
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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