Robert Dodson
Robert Dodson is a registered investment advisor at Alba Financial LLC, based in Council Bluffs, IA, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 22 clients with $3.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Wrap fee schedule. Fees are negotiable. Non-wrap fee schedule also available with slightly lower rates.
Fee Estimator
Location
Council Bluffs, IA
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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 ActivitiesSells Insurance
Robert works as an investment adviser representative at FBL Wealth Management, LLC, providing investment advisory and financial planning services. He is also a full-time insurance sales associate with Farm Bureau Life and Farm Bureau Property and Casualty since 2023.
Employment History
Current Registrations
Alba Financial LLC
Previous Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Foresters Financial Services, INC.Broker
State Registrations1 state
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.