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Advisors / Oregon / Portland
25yrs

Robert Hedlund

Financial advisor at Ameriprise Financial Services

Based in Portland, Oregon, Robert Hedlund is a fiduciary financial advisor with 25 years of industry experience. Robert has been with Ameriprise Financial Services since 2026; before that, Robert spent a year at Merrill and a year at Banc of America Investment Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.

Portland, ORFiduciary advisor

At a glance

Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
OfficePortland, OR
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Sep 2026 – now
  2. Oct 2009 – Nov 2010
    MerrillPreviously
  3. Feb 2009 – Oct 2009
    Banc of America Investment Services, Inc.Previously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Ameriprise Financial Services at 612-671-3131 and ask for Robert Hedlund. Robert works from the Portland, OR office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.

What licenses does Robert hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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