Jeffry Robinson
Jeffry Robinson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Burnsville, MN, with 29 years of industry experience. Jeffry 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
Burnsville, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffry is the owner and sole proprietor of Family Financial Services, offering tax preparation and accounting services since 1992. This takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H.D. Vest Investment ServicesBroker
PFS Investments INC.Broker
State Registrations6 states
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