Robert Munoz, financial advisor Gilbert AZ

Robert Munoz

CRD Number: 4610353
Current Firm: Ameriprise Financial Services, LLC

Robert Munoz (CRD# 4610353) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilbert, AZ and has over 21 years of experience in the finance industry. Robert Munoz 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.

Similar Advisors
David Schiller, financial advisor Gilbert AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Michael Abbate, financial advisor Gilbert AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Similar Advisors
Jerry Abbitt, financial advisor Gilbert AZ
Jerry W. Abbitt
CRD# 5338348
Primerica Advisors
Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services Inc. Mesa, AZ Nov 2020 - Current 3
Ameriprise Financial Services, LLC Gilbert, AZ Mar 2020 - Current 4
Bank Of America, N.a. Mesa, AZ Jun 2012 - Nov 2020 8
Merrill Lynch, Pierce, Fenner And Smith Incorporated Mesa, AZ Oct 2011 - Nov 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Mar 2007
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Robert R. Munoz
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • CA
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.