Robert Aylin III, financial advisor Saint Paul MN

Robert Aylin III

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Robert N. Aylin III
Phone Number: 651-233-1100
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    661
    MILLIONS
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $2,038,736
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, WI

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