Who is Robert Edmonds (CRD#: 1212009)?Everything you need to know about Robert Edmonds and their accolades
At Ameriprise Financial Services, LLC, Robert Edmonds, CFP®, serves as the Private Wealth Advisor. Robert Edmonds’ credentials include those of a CFP® (Certified Financial Planner) and an APMATM (Accredited Portfolio Management Advisor).
Robert Edmonds’s educational background encompasses a BS in Municipal and Regional Recreation Management from the University of North Carolina at Greensboro in 1979.
Robert Edmonds’ areas of interest include
- Estate Planning Strategies
- Retirement Planning Strategies
- Intergenerational Planning
- Women’s Financial Strategies
- Small Business
Awards & Recognition of Robert Edmonds:
- Edmonds, Hunt & Associates, Forbes Best-in-State Wealth Management Teams, 2023
- AdvisorHub Fastest Growing Advisors to Watch, 2022
- Edmonds, Hunt & Associates, Ameriprise Client Experience Award, 2021,2022
- Forbes Best-in-State Wealth Advisors, 2020 -2023
- Ameriprise Chairman’s Advisory Council, 2010-2016, 2018, 2019, 2022-2023
- Barron’s Top 1,200 Financial Advisors, 2015-2017, 2019-2023
- Ameriprise Circle of Success, 1995-2017, 2020,2021
- Ameriprise Circle of Success Hall of Fame, 2015
- Protect. Grow. Give®, RiverSource Life Insurance Company, 2013
- Premier Protection Award, RiverSource Life Insurance Company, 2014
Edmonds’ prior experience entails working as a district manager for Ameriprise Financial Services, Inc. from 1985 to 1995. Ameriprise Financial Services, Inc.’s financial advisor from 1984 to 1985.
He spends a significant amount of his time with the children at St. Pius X Catholic School and the neighborhood AAU program in addition to assisting at food banks and shelters. He has been the basketball coach there for more than 15 years and has run a summer basketball program for the past 10 years. All camp revenue is reinvested in the school’s athletic department. For him, it’s crucial to have the chance to impart knowledge and teach young kids how to lead active lives.
His family is what matters most to him! Nothing makes him happier than spending time with his wife and three stunning daughters. He volunteers at Pathways Center and The Second Harvest Food Bank of NW NC a few times per year with his wife and youngest daughter.
They sort food contributions for families in need while also serving meals to the locals. He also loves to play golf and mentor young basketball players. He has time to unwind and socialize with friends and family after 18 holes of golf. While offering him the chance to positively impact children’s lives, coaching brings out his competitive personality.
In this article, we will go deep into Robert Edmonds’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.
About Ameriprise FinancialHistory, achievements, leadership, lawsuits, & disputes
Ameriprise Financial was founded in 1894 as Investors Syndicate by John Tappan in Minneapolis, Minnesota. The company’s mission was to help people achieve their financial goals by investing in a diversified portfolio of stocks and bonds. Over the years, Investors Syndicate grew to become one of the largest mutual fund companies in the United States.
In 1984, Investors Syndicate changed its name to IDS Financial Services and became a publicly traded company. In 2005, IDS Financial Services changed its name to Ameriprise Financial to better reflect its focus on helping clients achieve their financial goals through a comprehensive range of financial planning and investment management services.
Today, Ameriprise Financial is a Fortune 500 company with more than 10,000 financial advisors and over 2 million clients. The company has offices in the United States, Canada, and the United Kingdom and is committed to helping individuals and families achieve their financial goals through a personalized approach to financial planning.
The History of Ameriprise Financial
As mentioned earlier, Ameriprise Financial was founded in 1894 as Investors Syndicate by John Tappan. Tappan believed that everyone should have access to high-quality financial advice and investment products, regardless of their income or net worth. He also believed in the power of diversification and encouraged his clients to invest in a mix of stocks and bonds to reduce their risk and maximize their returns.
Over the years, Investors Syndicate grew to become one of the largest mutual fund companies in the United States. In the 1970s and 1980s, the company expanded its product offerings to include insurance and annuities, as well as financial planning and investment management services.
In 1984, Investors Syndicate changed its name to IDS Financial Services and became a publicly traded company. The company continued to expand its product offerings and geographic reach, acquiring other financial services companies and opening offices in Canada and the United Kingdom.
In 2005, IDS Financial Services changed its name to Ameriprise Financial to better reflect its focus on helping clients achieve their financial goals through a comprehensive range of financial planning and investment management services. Today, Ameriprise Financial is a leading financial services company with a long and proud history of helping individuals and families achieve their financial goals.
Ameriprise Financial’s Mission and Values
Ameriprise Financial’s mission is to help people feel confident about their financial future. The company believes that everyone should have access to high-quality financial advice and investment products, regardless of their income or net worth. Ameriprise Financial is committed to helping individuals and families achieve their financial goals through a personalized approach to financial planning that takes into account their unique circumstances and objectives.
Ameriprise Financial’s values are integrity, teamwork, respect, and excellence. The company believes that these values are essential to building long-lasting relationships with clients, employees, and the communities it serves. Ameriprise Financial’s financial advisors are held to the highest ethical standards and are committed to putting their client’s interests first.
Ameriprise Financial’s Services and Products
Ameriprise Financial offers a wide range of financial planning and investment management services designed to help individuals and families achieve their financial goals. These services include:
Financial planning: Ameriprise Financial’s financial advisors work with clients to develop a comprehensive financial plan that takes into account their unique circumstances and objectives. The plan includes recommendations for retirement planning, education planning, estate planning, tax planning, and risk management.
Investment management: Ameriprise Financial’s investment management services include access to a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and alternative investments. Ameriprise Financial’s financial advisors work with clients to develop a customized investment strategy based on their risk tolerance, time horizon, and financial goals.
Insurance: Ameriprise Financial offers a wide range of insurance products, including life insurance, disability insurance, long-term care insurance, and annuities. These products are designed to help individuals and families protect their assets and provide financial security in the event of unexpected events.
Ameriprise Financial’s approach to financial planning
Ameriprise Financial’s approach to financial planning is based on a personalized, comprehensive, and holistic approach to financial planning. The company’s financial advisors work with clients to develop customized financial plan that takes into account their unique circumstances and objectives.
The financial plan includes recommendations for retirement planning, education planning, estate planning, tax planning, and risk management. Ameriprise Financial’s financial advisors use a variety of tools and resources, including sophisticated financial planning software, to help clients visualize their financial goals and track their progress over time.
Ameriprise Financial’s financial advisors also take a holistic approach to financial planning, taking into account all aspects of their client’s financial lives, including their income, expenses, assets, liabilities, and cash flow. This approach helps ensure that the financial plan is comprehensive and addresses all of the client’s financial needs.
Ameriprise Financial’s community involvement and corporate social responsibility
Ameriprise Financial is committed to being a responsible corporate citizen and giving back to the communities it serves. The company’s community involvement and corporate social responsibility efforts include:
Volunteerism: Ameriprise Financial encourages its employees to volunteer in the communities where they live and work. The company offers paid time off for volunteer activities and supports a wide range of charitable organizations.
Philanthropy: Ameriprise Financial supports a wide range of charitable organizations through its Foundation, which focuses on three areas: meeting basic needs, supporting community vitality, and developing leadership.
Sustainable business practices: Ameriprise Financial is committed to reducing its environmental footprint and promoting sustainable business practices. The company has set goals to reduce its greenhouse gas emissions, waste, and water use, and it encourages its employees to adopt sustainable behaviors in the workplace and at home.
Ameriprise Financial’s awards and accolades
Ameriprise Financial has received numerous awards and accolades for its financial planning and investment management services, as well as its corporate social responsibility efforts. Some of the company’s recent awards and accolades include:
Forbes Best-In-State Wealth Advisors: Ameriprise Financial had more advisors on Forbes’ list of Best-In-State Wealth Advisors than any other firm.
Barron’s Top 100 Independent Advisors: Ameriprise Financial had more advisors on Barron’s list of Top 100 Independent Advisors than any other firm.
Corporate Citizenship Award: Ameriprise Financial was recognized by the Minneapolis/St. Paul Business Journal for its commitment to corporate social responsibility.
Ameriprise Financial’s financial strength and stability
Ameriprise Financial is a financially strong and stable company with a long-term track record of success. The company has a strong balance sheet and a diversified business model that helps it weather economic downturns and market volatility.
Ameriprise Financial is also committed to maintaining a strong capital position and returning capital to shareholders through dividends and share repurchases. The company has a long-term target of returning 80% to 90% of its earnings to shareholders through dividends and share repurchases.
Ameriprise Financial reviews and customer satisfaction
Ameriprise Financial has a strong reputation for customer satisfaction and has received numerous awards and accolades for its customer service. The company’s financial advisors are held to the highest ethical standards and are committed to putting their client’s interests first.
Ameriprise Financial’s customers have also given the company high marks for its financial planning and investment management services. The company has a 4.8-star rating on Trustpilot, with customers praising the company for its personalized approach to financial planning and investment management.
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Robert Edmonds Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, and litigation against Robert Edmonds
The brokerCheck report of Robert Edmonds includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosure events.
In this case, the broker has been reported along with the notification regarding a customer dispute.
This type of disclosure event involves
(1) a consumer-initiated, investment-related arbitration or civil suit containing allegations of sales practice violations against the individual broker that was dismissed, withdrawn, or denied; or
2) a consumer-initiated, Investment-related written complaint containing allegations that the broker engaged in sales practice violations resulting in compensatory damages of at least $5,000, forgery, theft, or misappropriation, or conversion of funds or securities, which was closed without action, withdrawn, or denied.
The client in this instance alleged that the recommendations made were inappropriate for her conservative risk tolerance and that this caused the loss.
FINRA’s BrokerCheck
individual_1212009.pdf (finra.org)
SEC Litigations & Forms
Source: Robert Edmonds – SEC Site Search Search Results
Robert Edmonds Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Robert Edmonds
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, Trellis.law, and Law360. If Robert Edmonds has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Robert Edmonds which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Robert Edmonds on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Robert Edmonds Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Robert Edmonds (if available)
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Robert Edmonds using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if facing issues with Robert Edmonds or any financial advisor.
Better Alternatives To Robert Edmonds(By Experts):Find the top 3 alternatives to Robert Edmonds
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