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Peter Robinson

20 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Peter Robinson is a registered investment advisor, based in Minnetonka, MN, with 20 years of industry experience.

Location

5900 Rowland Rd, Minnetonka, MN, 55343

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter is a registered representative and provides investment advisory services through Kestra Advisory Services, LLC, dedicating full-time hours to this role. He is also the President of Retirement Plan Solutions at Nesbit Financial, where he oversees operations, also a full-time commitment, and offers insurance.

Employment History
Current Registrations
Kestra Advisory Services, LLC
December 2018 - Present · 7 yrs 5 mos
Kestra Investment Services, LLCBroker
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Principal Securities, INC.
January 2014 - January 2019 · 5 yrs
Principal Securities, INC.Broker
June 2006 - January 2019 · 12 yrs 7 mos
Ameriprise Financial Services, INC.Broker
April 2005 - June 2006 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
April 2005 - June 2006 · 1 yr 2 mos
State Registrations5 states
FLMNNCVAWI
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.
Peter Robinson - Financial Advisor | TrueAdvisor