RA
CFP
RA
CFP

Robert Arnoldy

28 Years of Experience
New Brighton, MN
Broker

Robert Arnoldy is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in New Brighton, MN, with 28 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
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

715 Old Hwy 8 Nw, New Brighton, MN, 55112

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2016 - June 2017 · 11 mos
J.P. Morgan Securities LLC
July 2016 - June 2017 · 11 mos
Ameriprise Financial Services, INC.Broker
September 2015 - January 2016 · 4 mos
Ameriprise Financial Services, INC.
September 2015 - January 2016 · 4 mos
Open Range Financial Group, LLC
July 2015 - August 2015 · 1 mo
Ameriprise Financial Services, INC.
January 2015 - July 2015 · 6 mos
Ameriprise Financial Services, INC.Broker
January 2015 - July 2015 · 6 mos
LPL Financial LLC
January 2013 - July 2014 · 1 yr 6 mos
LPL Financial LLCBroker
January 2013 - July 2014 · 1 yr 6 mos
Paul Comstock Partners
April 2012 - January 2013 · 9 mos
Ameriprise Financial Services, INC.Broker
October 1995 - October 2011 · 16 yrs
Ids Life Insurance CompanyBroker
October 1995 - July 2006 · 10 yrs 9 mos
State Registrations10 states
AZFLIAILMNNHORSDTXWI
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.