Robert Chesnut, financial advisor Tupelo MS

Robert Chesnut

CRD Number: 1492854
Current Firm: Ameriprise Financial Services, LLC

Robert Chesnut (CRD# 1492854) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Tupelo, MS and has over 37 years of experience in the finance industry. Robert Chesnut 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
Ameriprise Financial Services, LLC Tupelo, MS Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Tupelo, MS Sep 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Robert W. Chesnut
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
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
  • 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
  • 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, 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, WY

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