Skip to content

Robert Paul Lawson

Investment adviser representative at Palisade Asset Management, LLC
4 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets

Are you Robert Paul Lawson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

4 years in the industry.

  1. Palisade Asset Management, LLCSep 2020 to now
  2. UnemployedAug 2020 to Sep 2020
  3. Sns Financial Group, LLC (d/b/a Vector Wealth Management)Jan 2017 to Jul 2020
  4. Vector Wealth Management, LLCOct 2016 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1999
  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (MN).

Palisade Asset Management, LLC

$1.3BAssets managed
118Clients
6Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4090584
Firm CRD
136089
Advisor's SEC record (opens in a new tab)
CallContact this firm