Robert AamodtCRD Number: 3037835
Current Firm: United Planners' Financial Services Of America A Limited Partner
Robert Aamodt (CRD# 3037835) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Farmington, UT and has over 19 years of experience in the finance industry. Robert Aamodt 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.
Uma Financial Services Inc.
Foresters Equity Services, Inc.
|48 South, LLC||Farmington, UT||May 2016 - Current||1|
|Rock House Financial||Farmington, UT||May 2015 - Current||2|
|United Planners' Financial Services||Scottsdale, AZ||Apr 2015 - Current||2|
|Tri-utah||Draper, UT||Jan 2014 - Current||4|
|Rock House Holdings||Farmington, UT||Jan 2007 - Current||11|
|Manchester Holdings, LLC||Layton, UT||Sep 2004 - Current||13|
|Bob Aamodt, Inc.||Farmington, UT||Mar 1998 - Current||20|
|Kcg Securities, LLC||Draper, UT||Jan 2011 - Apr 2015||4|
|Knox Capital Advisors, LLC||Draper, UT||Jan 2011 - Apr 2015||4|
|United Planners Financial Services||Scottsdale, AZ||Feb 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management2,377MILLIONS
Total Number of Accounts13,769ACCOUNTS
Average Account Value$172,654
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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