Robert Raab
Robert Raab is a ChFC-designated registered investment advisor at Trustmont Advisory Group, INC., based in Eagan, MN, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Eagan, MN
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2010Employment Separation After Allegations
July 2010Other Business ActivitiesSells Insurance
Robert is a licensed fixed life insurance sales agent and owner of Comprehensive Planning Partners LLC. He also owns BR Education Trust LLC, where he spends about half his time purchasing, rehabbing, and selling, renting, or donating foreclosed properties.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Trustmont Financial Group, INC.
Previous Registrations
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Capital Synergy Partners
Capital Synergy PartnersBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.