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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Veenstra is a financial advisor with Ameriprise Financial Services, LLC. Robert Veenstra has been working in the financial industry since April 2019 and has experience working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and trusts/estates. Robert Veenstra provides financial planning, portfolio management for individuals, portfolio management for businesses, educational seminars, asset allocation services, selection of other advisers, and publication of periodicals. Robert Veenstra has been registered with FINRA and state regulators since 2019.
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.
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IN
02/13/2025 - Present
Ameriprise Financial Services, LLC (Fort Wayne IN)
IN
04/10/2019 - 12/18/2020
J.P. MORGAN SECURITIES LLC (FORT WAYNE IN)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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