Robert Meyers
Robert Meyers is a registered investment advisor at Ameriprise Financial Services, LLC, based in Frankfort, IL, with 22 years of industry experience. Robert 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
10339 W Lincoln Hwy, Frankfort, IL, 60423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance broker for United Healthcare and Anthem Blue Cross Blue Shield. He also co-owns several businesses, serves as treasurer for Meyers, and is involved with Robert J Meyers, Inc, dedicating a few hours per week to each, except for Robert J Meyers, Inc, which takes up about a third of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Lasalle St. Investment Advisors, L.L.C.
Edward Jones
Edward JonesBroker
PFS Investments INC.Broker
State Registrations26 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.