Robert KleinCRD Number: 6414553
Current Firm: Ameriprise Financial Services, Inc.
Robert Klein (CRD# 6414553) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ameriprise Financial Services Inc.||Minneapolis, MN||Oct 2014 - Current||3|
|Self-employed/freelance||Minneapolis, MN||Dec 2012 - Current||5|
|Dunn Brothers Coffee||Minneapolis, MN||Apr 2010 - Current||8|
|Ability Care Partners||Minneapolis, MN||Nov 2005 - Current||12|
|Community Involvement Program||Minneapolis, MN||Aug 2012 - Dec 2013||1|
|Sunrise Senior Living||Minneapolis, MN||Sep 2008 - Aug 2012||3|
|Best Care Home Health||Minneapolis, MN||Nov 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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
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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