Barbara Robbins, financial advisor Grand Rapids MI
96 score

Barbara Robbins

CRD Number: 1260604
Current Firm: Ameriprise Financial Services, Inc.

Barbara Robbins (CRD# 1260604) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Grand Rapids, MI and has over 24 years of experience in the finance industry. Barbara Robbins 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.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Grand Rapids, MI Dec 2012 - Current 4
Pampered Chef Grand Rapids, MI Nov 2011 - Dec 2012 1
Unemployed Grand Rapids, MI Sep 2011 - Nov 2011 < 1
Financial Advocates Grand Rapids, MI Sep 2010 - Sep 2011 1
Unemployed Grand Rapids, MI Sep 2003 - Sep 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Aug 1994
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Barbara C. Robbins
Phone Number: 612-671-3131
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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