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Robert Binkowski

Ameriprise Financial Services, LLC
17 Years of Experience
Carlsbad, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Binkowski is a registered investment advisor at Ameriprise Financial Services, LLC, based in Carlsbad, CA, with 17 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2131 Palomar Airport RD Ste 203, Carlsbad, CA, 92011

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History

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.
Customer Dispute
April 2026
Pending
Customer Dispute
December 2023
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other 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, LLC
December 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2023 - Present · 2 yrs 10 mos
Ameriprise Financial Services, LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Axxcess Wealth Management, LLC
January 2022 - January 2024 · 2 yrs
Axxcess Wealth Management, LLC
March 2015 - December 2021 · 6 yrs 9 mos
Arete Wealth Management, LLCBroker
March 2015 - December 2023 · 8 yrs 9 mos
Lucia Securities, LLCBroker
September 2011 - April 2015 · 3 yrs 7 mos
Lucia Wealth Services
December 2010 - April 2015 · 4 yrs 4 mos
First Allied Securities, INC.Broker
December 2009 - December 2011 · 2 yrs
Securities America, INC.Broker
May 2006 - February 2007 · 9 mos
State Registrations22 states
AZCACOFLHIIAILMDMIMNMTNCNENVORSCTNTXUTVAWAWY
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.
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