Robert Wenzig
Investment adviser representative at Ameriprise Financial Services, LLC
12 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
12 years in the industry.
- Ameriprise Financial Services, LLCJan 2025 to now
- Fisher InvestmentsMar 2021 to Jan 2025
- J.P. Morgan Securities LLCAug 2020 to Mar 2021
- JPMorgan Chase Bank, N.A.Aug 2020 to Mar 2021
- Wells Fargo Clearing Services, LLCJun 2019 to Jul 2020
- Bank of America, N.A.Apr 2017 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2017 to Jun 2019
- Fidelity Brokerage Services LLCOct 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6414267
- Firm CRD
- 6363