RE
CFP
RE
CFP
Robert Ebert is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 22 years of industry experience.
Location
10261 Yellow Circle Dr, Minnetonka, MN, 55330
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2012Final
Regulatory
September 2011Final
Other Business ActivitiesSells Insurance
Robert is an agent/broker for Fortune Financial LLC and North Star Consultants & North Star Brokerage, and an independent contractor for Brown & Brown, Inc. He also sells fixed insurance with various companies and is the sole member of RFE, LLC for tax reporting purposes, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Cri Securities, LLC
January 2014 - October 2021 · 7 yrs 9 mos
Cri Securities, LLC
July 2009 - December 2010 · 1 yr 5 mos
Securian Financial Services, INC.Broker
November 2003 - August 2023 · 19 yrs 9 mos
Cri Securities, LLCBroker
November 2003 - October 2021 · 17 yrs 11 mos
State Registrations30 states
ALAZCACODCFLIAILINKSLAMAMDMEMIMNMOMTNCNDNJNVNYORSDTNTXWAWIWY
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.