Robb Clasen (CRD# 6992869) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chanhassen, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Chanhassen, MN | Aug 2023 - Current | < 1 |
Thrivent Financial | Appleton, WI | Dec 2019 - Aug 2023 | 3 |
Thrivent Investment Management | Appleton, WI | May 2019 - Aug 2023 | 4 |
Rand Management | Minneapolis, MN | Feb 2019 - Jun 2020 | 1 |
Thrivent Financial | Appleton, WI | Oct 2019 - Dec 2019 | < 1 |
Topgolf | Brooklyn Center, MN | Aug 2018 - Mar 2019 | < 1 |
Four Elements Organic Herbals, LLC | North Freedom, MN | Apr 2013 - Mar 2019 | 5 |
University Of Minneasota | Minneapolis, MN | Sep 2014 - Sep 2016 | 2 |
Jetset Inc. | Minneapolis, MN | Jun 2003 - Sep 2016 | 13 |
Mattie's On Main | Minneapolis, MN | Apr 2014 - Sep 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2019 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.