Scott Bruce Robison
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCJun 2024 to now
- Dash MartJan 2024 to Jul 2024
- Cetera Investment Advisers LLCJun 2023 to Jun 2024
- Cetera Advisor Networks LLCSep 2022 to Jun 2024
- Fdf Wealth StrategiesSep 2022 to Jun 2024
- Cbiz Investment Advisory Services, LLCMay 2021 to Sep 2022
- Bank of America, N.A.Jun 2020 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to May 2021
- Cbiz Financial Solutions IncAug 2013 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (KS).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 5145328
- Firm CRD
- 6363