RK
RK

Robert Katchinoski

39 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Robert Katchinoski is a registered investment advisor, based in Ann Arbor, MI, with 39 years of industry experience.

Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is an independently licensed insurance agent appointed with various insurance companies. He also offers financial services through Sigma Financial Corp and SPC under the name Prime Wealth Strategies, dedicating nearly full-time hours to this endeavor.

Employment History
Current Registrations
Sigma Financial CorporationBroker
January 2019 - Present · 7 yrs 6 mos
Spc
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
October 2009 - January 2019 · 9 yrs 3 mos
Ameriprise Financial Services, INC.
October 2009 - January 2019 · 9 yrs 3 mos
Ameriprise Advisor Services, INC.
June 2003 - October 2009 · 6 yrs 4 mos
Rsm Mcgladrey, INC.
March 2003 - November 2003 · 8 mos
Ameriprise Advisor Services, INC.Broker
June 1986 - October 2009 · 23 yrs 4 mos
State Registrations2 states
CATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Katchinoski - Financial Advisor | TrueAdvisor