Robert Armstrong
Robert Armstrong is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Louisville, KY, with 22 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
805 N Whittington Pkwy Ste 100, Louisville, KY, 40222
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2022Customer Dispute
January 2015Customer Dispute
November 2013Customer Dispute
August 2009Other Business Activities
Robert owns multi-family real estate, two Deka Lash retail beauty businesses, and Phenix Salon Suites. These activities take about 10-20% of Robert's time each.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services 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.
Exams
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