Robert Quinlan
Robert Quinlan is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Winona, MN, with 35 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
209 Johnson St., Winona, MN, 55987
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care. He also co-owns Advisor Square Financial, providing advisory services, estate & financial planning, and insurance & investment sales, and owns Quinlan Insurance and Financial Services, Inc., focusing on life and health insurance, dedicating minimal time to each. Robert is also a board member of Winona Community Foundation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sentra Securities CorporationBroker
Sii Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 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.