Robert Aamodt, financial advisor Farmington UT

Robert Aamodt

CRD Number: 3037835
Current Firm: Rock House Financial

Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at Rock House Financial in Farmington, UT and has over 25 years of experience in the finance industry. Robert Aamodt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
University Of Utah Salt Lake City, UT Jan 2019 - Current 5
Rh Advisors, LLC Farmington, UT Sep 2018 - Current 5
Rock House Financial, LLC Farmington, UT May 2018 - Current 5
48 South, LLC Farmington, UT May 2016 - Current 7
Rock House Financial Farmington, UT May 2015 - Current 8
United Planners Financial Services Scottsdale, AZ Apr 2015 - Current 8
Rock House Holdings, LLC Farmington, UT Jan 2007 - Current 17
Manchester Holdings, LLC Layton, UT Sep 2004 - Current 19
Bob Aamodt, Inc. Farmington, UT Mar 1998 - Current 26
Bob Aamodt Inc. Farmington, UT Mar 1998 - Current 26
Tri-utah Draper, UT Jan 2014 - Dec 2016 2
Kcg Securities, LLC Draper, UT Jan 2011 - Apr 2015 4
Knox Capital Advisors, LLC Draper, UT Jan 2011 - Apr 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert P. Aamodt
Phone Number: (801) 447-4200
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,216
    ACCOUNTS
  • Average Account Value
    $176,753
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
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, ID, NV, TX, UT, WA

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