IR
IR

Ian Thomas Robertson

21 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
145 clients
Average Client Portfolio
$977K average
Assets Under Management
$141.7M

Fee Structure

Minimum Investment:$25K
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Location

410 Sovereign Ct., Suite 13, Manchester, MO, 63011

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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 Activities

Ian owns ITROBERTSONCONSULTING, LLC, a marketing consulting firm established in 2013. This activity takes a few hours per week.

Employment History
Current Registrations
Capital Management Services, INC.
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Lyons Wealth Management
October 2013 - May 2015 · 1 yr 7 mos
Argentus Advisors, LLC
October 2010 - October 2013 · 3 yrs
Genworth Financial Wealth Management, INC.
October 2004 - January 2009 · 4 yrs 3 mos
Lincoln Financial Distributors, INC.
September 2003 - November 2004 · 1 yr 2 mos
Manning & Napier Advisory Advantage Corporation
August 2002 - September 2003 · 1 yr 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Ian Thomas Robertson - Financial Advisor | TrueAdvisor