Robert Mosson
Robert Mosson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Grand Rapids, MI, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4362 Cascade Rd. SE, Ste. 111, Grand Rapids, MI, 49546-3670
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2012Customer Dispute
July 2000Customer Dispute
May 1988Other Business Activities
Robert owns commercial real estate since 2009 and manages his Ameriprise business as owner of Mosson Consulting Group since April 2024, dedicating a few hours per week to it. He also serves as chairman and board member for Mosson, dedicating a few hours per week to each role.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Primus Investment CompanyBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.