Unclaimed
Robert Mazanke is an investment advisor representative with Ameriprise Financial Services, LLC. Robert has been in the financial services industry for 29 years. Robert holds the Series 7, 9, 10, 24, 63 and 65 licenses. Robert has experience in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Robert has worked at Ameriprise Financial Services, Inc. since 09/2005 and Ameriprise Financial Services, LLC since 03/2020. Robert has been registered with the Securities and Exchange Commission (SEC) since 1997.
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
IL
10/05/2006 - Present
Ameriprise Financial Services, LLC (St Charles IL)
MN
10/25/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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