Robert Binkowski
Robert Binkowski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Carlsbad, CA, with 17 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
2131 Palomar Airport RD Ste 203, Carlsbad, CA, 92011
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Robert is involved in independent insurance brokering with Symetra since 2023, selling universal life insurance.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC
Arete Wealth Management, LLCBroker
Lucia Securities, LLCBroker
Lucia Wealth Services
First Allied Securities, INC.Broker
Securities America, INC.Broker
State Registrations22 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.