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Robert Paul Amundson

Coho Advisory Services, LLC

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About Robert Paul Amundson

Robert Amundson is a registered investment advisor representative with Coho Advisory Services, LLC. Robert has been in the industry for over 7 years and has held various positions at different firms. He holds a Series 66, Series 7TO, and Series 7 license. Robert also has a background in finance and education. He is a Vice Chair of the Board at St. John's Orthodox Christian School. Robert offers a variety of financial services, including financial planning, investment management, and selection of other advisors.

Firm Information

Robert Amundson is currently registered with Coho Advisory Services, LLC. Coho Advisory Services, LLC is a financial advisory firm providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. The firm has approximately $27 million in regulatory assets under management and serves over 100 clients. They offer a range of services, including investment management for both individuals and businesses, as well as financial planning and selection of other advisors.

$27.00M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Amundson’s Registration & Firm History

AK

08/16/2024 - Present

Coho Advisory Services, LLC (ANCHORAGE AK)

AK

01/19/2021 - 01/18/2022

AVANTAX INVESTMENT SERVICES, INC. (Anchorage AK)

AK

07/24/2017 - 01/20/2021

EDWARD JONES (CHUGIAK AK)

AK

04/13/2017 - 06/19/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (ANCHORAGE AK)

AK

06/29/2016 - 08/31/2016

FIRST COMMAND FINANCIAL PLANNING, INC. (ANCHORAGE AK)

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Licenses & Designations

BOTH

Issued 07/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Robert Paul Amundson. Review regulatory record here.
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