Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kruse Ross is a financial advisor with Ameriprise Financial Services, LLC. Robert is registered in 36 states and has been in the industry since 1987. Robert has experience working with individuals, businesses, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and trusts and estates. The advisor's previous employers include NEXT FINANCIAL GROUP, INC., SAMMONS SECURITIES COMPANY, LLC, SIGMA FINANCIAL CORPORATION, WALNUT STREET SECURITIES, INC, PNMR SECURITIES, INC, NORTH AMERICAN MANAGEMENT, INC., and SMA EQUITIES, INC. Robert specializes in providing asset allocation services, financial planning, pension consulting, and educational seminars. Robert holds the Certified Financial Planner designation.
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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2
OH
01/22/2021 - Present
Ameriprise Financial Services, LLC (Independence OH)
OH
05/31/2011 - 01/25/2021
NEXT FINANCIAL GROUP, INC. (INDEPENDENCE OH)
OH
02/09/2002 - 05/31/2011
SAMMONS SECURITIES COMPANY, LLC (INDEPENDENCE OH)
MI
03/28/2002 - 05/03/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CA
10/27/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/09/1992 - 07/31/1997
PNMR SECURITIES, INC. (BOSTON MA)
SD
02/24/1989 - 12/31/1991
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
12/16/1985 - 08/14/1987
SMA EQUITIES, INC.
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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