Robert Amberg, financial advisor Kalamazoo MI

Robert Amberg

CRD Number: 2326544
Current Firm: Kestra Advisory Services, LLC

Robert Amberg (CRD# 2326544) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Kalamazoo, MI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Kalamazoo, MI Apr 2016 - Current 6
Kestra Advisory Services, LLC Kalamazoo, MI Apr 2016 - Current 6
Amberg & Associates LLC Kalamazoo, MI Jul 2006 - Current 16
Transamerica Financial Advisors, Inc. Kalamazoo, MI Sep 2009 - Apr 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Dec 1995
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert S. Amberg
Phone Number: 8445537872
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    45,081
    MILLIONS
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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