TrueAdvisor
TrueAdvisor
RM
RM

Robin Marshall

Ameriprise Financial Services, LLC
36 Years of Experience
West Des Moines, IA
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Robin Marshall is a registered investment advisor at Ameriprise Financial Services, LLC, based in West Des Moines, IA, with 36 years of industry experience. Robin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1080 Jordan Creek Pkwy Ste 140N, West Des Moines, IA, 50266

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Denied
Customer Dispute
November 2006
Denied
Customer Dispute
July 2003
Settled
Customer Dispute
February 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robin owns rental real estate, is a co-owner of a tax preparation business, and has commercial real estate ownership. Robin is also the treasurer for THE FISH20 GROUP LLC, helping maintain the books and giving financial advice, dedicating about a third of their time to this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 1999 - Present · 27 yrs 9 mos
Ameriprise Financial Services, LLC
October 1990 - Present · 36 yrs
Ameriprise Financial Services, LLCBroker
October 1990 - Present · 36 yrs
Previous Registrations
Ids Life Insurance CompanyBroker
October 1990 - July 2006 · 15 yrs 9 mos
State Registrations26 states
ARAZCACOFLGAIAILINKSMAMEMIMNMONENVNYOHORSCSDTXUTVAWI
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.
More Advisors
More financial advisors in West Des Moines, IA →All financial advisors in Iowa →
Robin Marshall - Financial Advisor | TrueAdvisor