RT
CFP
RT
CFP

Robert Trojan

18 Years of Experience
Wayzata, MN
Broker

Robert Trojan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wayzata, MN, with 18 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

901 Twelve Oaks Center Dr 914, [Satellite], Wayzata, MN, 55391

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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 Financial Network, LLCBroker
January 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2014 - January 2025 · 10 yrs 2 mos
Wells Fargo Advisors
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.
Robert Trojan - Financial Advisor | TrueAdvisor