Roberts Financial Planning

Roberts Financial Planning (CRD# 140749) is a financial advisory firm headquartered in , . They manage $2,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Roberts Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Raymond R. Roberts
CRD#: 5145541
Albert Lea, MN
93
Wealthminder
score

Raymond Roberts (CRD# 5145541) is an Investment Advisor Representative working at Roberts Financial Planning in Albert Lea, MN and has over 12 years of experience in the finance industry.

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