Robin Marshall
Robin Marshall is a registered investment advisor at Ameriprise Financial Services, LLC, based in West Des Moines, IA, with 35 years of industry experience. Robin 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
1080 Jordan Creek Pkwy Ste 140N, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2010Customer Dispute
November 2006Customer Dispute
July 2003Customer Dispute
February 2003Other 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
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations23 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.