Robert Sutter (CRD# 1812129) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tuscaloosa, AL and has over 22 years of experience in the finance industry.
CRD# 4799781
Ameriprise Financial Services, LLC
CRD# 5461307
Osaic Wealth, Inc.
CRD# 5533578
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Tuscaloosa, AL | Sep 2023 - Current | < 1 |
| Aig American General Life Insurance Company | Tuscaloosa, AL | Oct 2002 - Current | 21 |
| Morrison & Smith, LLP | Tuscaloosa, AL | Jul 1991 - Current | 32 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Sep 2023 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- AL
- GA
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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