Robert RevettCRD Number: 3044397
Current Firm: Ameriprise Financial Services, Inc.
Robert Revett (CRD# 3044397) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Traverse City, MI and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lejeune Puetz Investment Counsel
|American Express Financial Advisors Inc.||Grand Rapids, MI||Apr 1998 - Current||19|
|Ids Life Insurance Company||Grand Rapids, MI||Apr 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2010|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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