RT
CFP
RT
CFP

Robert Trojan

18 Years of Experience
Willmar, MN
Broker

Robert Trojan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Willmar, MN, with 18 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2800 S First St, Ste 207, Willmar, MN, 56201

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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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Employment History
Current Registrations
Wells Fargo Advisors
January 2025 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
November 2014 - January 2025 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
November 2014 - January 2025 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - November 2014 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - November 2014 · 6 yrs 8 mos
State Registrations8 states
AZCACOIAMAMIMNOH
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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