ADVISOR BIO

Robert Binkowski is a financial advisor with Ameriprise Financial Services, LLC based in Carlsbad, California. Robert has been in the industry since 2009. Robert has been registered with Ameriprise Financial Services, LLC since December 2023. Robert is also registered with the state of Texas as an Investment Advisor Representative. Before joining Ameriprise Financial Services, LLC, Robert was a financial advisor with AXXCESS WEALTH MANAGEMENT LLC and ARETE WEALTH MANAGEMENT LLC. Robert holds Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Robert Bayliff is a financial advisor at CUSO Financial Services, LP. He is registered with the state of California and Texas and has been in the industry since 1992. Robert has extensive experience in financial planning, portfolio management, and pension consulting. Robert has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. He also holds Series 7, Series 24, Series 63, and Series 66 licenses.

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ADVISOR BIO

Robert Frazier is a Registered Investment Advisor associated with American Money Management, LLC. Robert has been in the industry since 1991 and holds a Series 6, Series 7, Series 24, Series 27, Series 30, Series 63, and Series 65 license. Robert Frazier is based in Rancho Santa Fe, California.

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ADVISOR BIO

Robert Steven Seltzer is an investment advisor representative with Womack Wealth Management, Inc. Seltzer is registered to provide investment advisory services in California, New Mexico and Texas. Seltzer has been in the industry since 2007 and holds a Series 66 license. Seltzer is also a Personal Financial Specialist. Seltzer's specializations include: retirement, investments, college savings, life insurance, and estate planning. Seltzer is also the sole owner of Seltzer Business Management, Inc., a California C-corp that provides tax and business management services.

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ADVISOR BIO

Robert Harte is an investment advisor representative with Cetera Investment Advisers LLC, who has been in the financial industry since 1985. Robert Harte is registered with 26 states, including California, Texas and Florida. Robert Harte's main office is located in Torrance, CA. Robert Harte has held previous positions with American Pacific Securities Corporation, Universal Heritage Investments Corporation and Planvest Capital Corporation.

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ADVISOR BIO

Robert J. Sullivan is an investment advisor representative at SJ Financial Services, LLC. Robert is registered to provide investment advice in California. Robert has been in the industry since March 1999. Robert is also a CPA at Marcum LLP.

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ADVISOR BIO

Robert Linderman is an investment advisor representative at Mutual Advisors, LLC, a firm headquartered in Omaha, Nebraska. Robert has been in the industry since 1991 and is registered with both the state of California and Texas. Robert's primary professional focus is on providing financial planning and portfolio management services to both individual and business clients. Robert has a proven track record in the industry and his firm, Mutual Advisors, LLC, has a strong commitment to providing clients with the personalized attention and guidance they need to achieve their financial goals.

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ADVISOR BIO

Robert Victor Johanson is an Investment Advisor Representative with NBS Financial Services, Inc. Robert is a CERTIFIED FINANCIAL PLANNER™ professional. Robert has been in the industry since September 2001 and has been with NBS Financial Services, Inc. since January 2002. Robert provides portfolio management for individuals and businesses, and selection of other advisors. Robert is registered with the state of California. Robert's specializations include asset allocation, investment strategies, retirement planning, and estate planning.

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ADVISOR BIO

Robert Adams is a financial advisor associated with Ameriprise Financial Services, LLC. Robert Adams has been a financial advisor for 20 years. Robert Adams has experience working in the industry with a focus on asset allocation services. Robert Adams works with individuals, high-net-worth individuals, businesses, corporations, trusts/estates, pension and profit-sharing plans, charitable organizations, and insurance companies. Robert Adams holds securities registrations with FINRA and state securities regulators. Robert Adams has passed multiple industry exams including the SIE, Series 7 and Series 66. Robert Adams has been associated with Ameriprise Financial Services, LLC since 2020. Robert Adams has also previously been associated with IDS LIFE INSURANCE COMPANY.

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ADVISOR BIO

Robert Molnar is a financial advisor with Wells Fargo Clearing Services, LLC, located in Roseville, California. Robert has been in the industry since May 2009. Prior to joining Wells Fargo, Robert was a registered representative at LPL Financial LLC. Robert holds Series 66, Series 7 and SIE licenses. Robert is registered to offer investment advice in Arizona, California, Florida, Hawaii, Illinois, Montana, Nevada, Oregon, Tennessee and Washington. Robert's current employer is Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Wells Fargo Clearing Services, LLC provides investment advisory services including portfolio management for businesses and individuals. Robert has experience working with high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and other investment advisers. Robert also offers investment consulting services to institutional clients.

SPECIALIZATIONS