AR
CFP
AR
CFP

Alexander Joseph Robbel

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

5201 Eden Avenue, Suite 160, Edina, MN, 55436

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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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Other Business ActivitiesSells Insurance

Alexander offers insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company, and he earns compensation based on these sales.

Employment History
Current Registrations
Summit Financial, LLC
February 2025 - Present · 1 yr
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2019 - March 2025 · 5 yrs 6 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Alexander Joseph Robbel - Financial Advisor | TrueAdvisor