Robert Cummisford, financial advisor Plymouth MN

Robert Cummisford

CRD Number: 4372542
Current Firm: Wealth Enhancement Advisory Services, LLC

Robert Cummisford (CRD# 4372542) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Jan 2021 - Current < 1
Wealth Enhancement Advisory Services Plymouth, MN Jan 2021 - Current < 1
Sva Plumb Wealth Management, LLC Madison, WI Jun 2018 - Dec 2020 2
M&i Investment Management Corp. Milwaukee, WI Sep 2004 - Jun 2018 13

Robert Cummisford has no recent exams reported.
Contact Info for Robert G. Cummisford
Phone Number: 763-417-1700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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