Robert Thompson
Robert Thompson is a registered investment advisor at Wells Fargo Advisors, based in Idaho Falls, ID, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1135 Pier View Dr, Ste 170 & 140, Idaho Falls, ID, 83402
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
February 2010Other Business Activities
Robert has ownership stakes in Snake River Wealth Management LLC (50%), Mountain Crest Wealth Management LLC (25%), SJOVT LLC (100% with spouse), and Hebgen Hygge House LLC (50%), and is a co-trustee for Mountain Crest Wealth PSP. These activities require minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Contango Capital Advisors, INC.
Zions Direct, INC.Broker
Zions Direct, INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wma Securities, INC.Broker
State Registrations18 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.