Robin Duysen, financial advisor Walnut Creek CA
93 score

Robin Duysen

CRD Number: 6054787
Current Firm: Ameriprise Financial Services, Inc.

Robin Duysen (CRD# 6054787) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Walnut Creek, CA and has over 4 years of experience in the finance industry. Robin Duysen 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 Inc. Walnut Creek, CA Dec 2014 - Current 2
Janistyle Inc. Martinez, CA Apr 2002 - Current 14
Mml Investors Services LLC Walnut Creek, CA May 2012 - Dec 2014 2
Massmutual Life Insurance Company Walnut Creek, CA Apr 2012 - Dec 2014 2
Salus Financial Management LLC Martinez, CA Feb 2012 - May 2012 < 1
Contractors Wire & Cable LLC Livermore, CA Sep 2010 - Aug 2011 < 1
Zap Lasers LLC Pleasant Hill, CA Jun 2005 - Jun 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Robin Duysen
Phone Number: 612-671-3131
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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