Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Aamodt is a financial advisor in Farmington, UT. Robert has been working in the financial industry for over 24 years. Robert is registered with Wealth Enhancement Advisory Services, LLC and has previously worked at United Planners' Financial Services of America A Limited Partner, KCG Securities, LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Robert holds a Series 63, Series 65, Series 7 and Series 24 licenses. Robert is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
07/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
UT
04/09/2015 - 05/29/2019
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARMINGTON UT)
UT
01/04/2011 - 04/10/2015
KCG SECURITIES, LLC (FARMINGTON UT)
UT
03/01/2005 - 12/31/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARMINGTON UT)
MN
04/20/1998 - 03/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/1998 - 03/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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