Unclaimed
John Peter Bobick is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial industry since November 1998 and has extensive experience in providing financial advice and portfolio management services to a diverse clientele, including high-net-worth individuals, businesses, and retirement plans. John has a strong educational background and is also a Certified Financial Planner. John works with clients to develop personalized financial plans to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
02/18/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
10/07/2008 - 08/26/2015
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
02/23/2005 - 09/08/2008
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IL
05/09/2001 - 12/16/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
10/03/2000 - 04/17/2001
ONLINE BROKERAGE SOLUTIONS, INC. (CHICAGO IL)
MN
08/28/2000 - 10/02/2000
STOCKWALK.COM, INC. (MINNEAPOLIS MN)
MN
10/13/1999 - 08/17/2000
CRONIN & CO., INC. (MINNEAPOLIS MN)
MN
07/06/1998 - 10/06/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/1998 - 10/06/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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