Robert Cullen
Robert Cullen is a registered investment advisor at Ameriprise Financial Services, LLC, based in Itasca, IL, with 18 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
2 Pierce Place Ste 1700, Itasca, IL, 60143
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert is a co-owner of another business since 2018, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.Broker
State Registrations15 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.