Robert Aylin IIICRD Number: 2855413
Current Firm: Prairieview Partners, LLC
Compensation Model: Fee Only
Robert Aylin Iii (CRD# 2855413) is a Partner and Wealth Advisor working at Prairieview Partners, LLC in Saint Paul, MN and has over 19 years of experience in the financial planning industry.
Calhoun Financial Planning And Management
U.s. Bancorp Investments, Inc.
|Irwin Schaffer LLC||St. Paul, MN||Jan 2008 - Current||13|
|Prairieview Partners LLC||St. Paul, MN||Jan 2008 - Current||13|
|M Holdings Securities, Inc.||Portland, OR||Dec 2006 - Dec 2007||1|
|Carlson Capital Management||Northfield, MN||Feb 2000 - Dec 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
Total Assets Under Management661MILLIONS
Total Number of Accounts324ACCOUNTS
Average Account Value$2,038,736
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MN, TX, WI
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