Robert Meuser, financial advisor Center Valley PA

Robert Meuser

CRD Number: 3223252
Current Firm: Ameriprise Financial Services, LLC

Robert Meuser (CRD# 3223252) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Center Valley, PA Nov 2021 - Current 2
Wells Fargo Clearing Services, LLC Allentown, PA Nov 2016 - Nov 2021 5
Wells Fargo Advisors, LLC Allentown, PA Apr 2013 - Nov 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1999
Contact Info for Robert W. Meuser
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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