Scott Robison
Scott Robison is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Overland Park, KS, with 18 years of industry experience. Scott 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
5700 W 112th St, Ste 130, Overland Park, KS, 66211
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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
Scott is involved in outside employment and creative collaboration. This activity takes a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
CBIZ Investment Advisory Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
CBIZ Investment Advisory Services, LLC
CBIZ Retirement Plan Advisory Services
CBIZ Financial Solutions, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Waddell & Reed, INC.Broker
State Registrations17 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.