James Robertson (CRD# 2062244) is an Investment Advisor Representative working at Wealth Planning Systems, LLC in Bloomington, MN and has over 33 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners, LLC | Charlotte, NC | Dec 2015 - Current | 8 |
| Usta Tennis Official | Bloomington, MN | Aug 2013 - Current | 10 |
| Wealth Planning Systems, LLC | Bloomington, MN | Mar 2010 - Current | 14 |
| Combined Benefits Corp | Bloomington, MN | Sep 1984 - Current | 39 |
| James J. Robertson Agency | Bloomington, MN | Sep 1984 - Current | 39 |
| Gradient Securities, LLC | Arden Hills, MN | Dec 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- MN
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts98ACCOUNTS
-
Average Account Value$122,449
- 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
MN
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