RD
CFP · ChFC
RD
CFP · ChFC

Robbin Duren

32 Years of Experience
Roswell, GA
1 DisclosureBroker

Robbin Duren is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Roswell, GA, with 32 years of industry experience. Robbin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

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.

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Location

1202 Bombay Ln, Roswell, GA, 30076

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History

Regulatory History (1)
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
December 2004
Settled
Other Business Activities

Robbin co-owns commercial real estate through Juniper Sixth LLC and manages a vacation rental through RWD Properties, LLC. She also owns and manages The Duren Group LLC and RW Duren, CFP, LLC, dedicating a few hours per week to each.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2003 - Present · 23 yrs 3 mos
Ameriprise Financial Services, LLC
January 1994 - Present · 32 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 1994 - Present · 32 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 1994 - July 2006 · 12 yrs 6 mos
State Registrations31 states
ALAZCACOCTDEFLGAIAILKSKYLAMAMDMIMNMSMTNCNYOHOKPASCTNTXUTVAWAWV
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.
Robbin Duren - Financial Advisor | TrueAdvisor