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Robert Wilkinson

Advisors Asset Management, Inc.

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About Robert Wilkinson

Robert Wilkinson is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Advisors Asset Management, Inc. in Illinois and Pennsylvania. Robert also has previous experience with Nuveen Securities, LLC, Newedge USA, LLC, Newedge Financial Inc., and Striker Securities, Inc. Robert holds Series 3, 7, 63, and 65 licenses and is a SIE exam holder. Robert specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Investment Companies.

Firm Information

Robert Wilkinson is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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 Wilkinson’s Registration & Firm History

PA

09/14/2021 - Present

Advisors Asset Management, Inc. (Doylestown PA)

IL

05/01/2014 - 04/20/2021

NUVEEN SECURITIES, LLC (CHICAGO IL)

IL

01/03/2008 - 03/15/2013

NEWEDGE USA, LLC (CHICAGO IL)

IL

07/17/2006 - 09/01/2008

NEWEDGE FINANCIAL INC. (CHICAGO IL)

IL

04/20/2004 - 08/26/2005

STRIKER SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 06/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/03/2000

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Wilkinson.
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