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Robert Wales, Financial Advisor serving the Richmond, IN area - Ameriprise Advisors

Robert Wales

Financial Advisor

Beyond Wealth Advisors
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 33 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Cash Flow Management Strategies

Education

  • BA, Education, Huntington University, Huntington, IN

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Boy Scouts of America, District Executive, 1995-2000; 2001-2002
  • Union County College Corner Joint School District, Teacher, 2000-2001

Community participation

Active in my local church.

I enjoy helping others wherever the need arises.

Interests

  • Spending time with my family and dog is my favorite activity.
  • My hobbies include reading and traveling.
  • I enjoy attending Jeep events.