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Robert Shinar, Private Wealth Advisor serving the Edina, MN area - Ameriprise Advisors

Robert Shinar

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Legacy Private Wealth Group

An Ameriprise Private Wealth Advisor

15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Economics, University of Wisconsin - Madison

Awards & recognition

  • Legacy Private Wealth Group, Ameriprise Client Experience Award, 2021

Community participation

- Volunteering for the Special Olympics

Interests

- Spending time with family and friends

- Checking out new local restaurants

- Travelling both domestically and around the world

- Getting absorbed in a good book

- Live music