Raymond James & Associates
46yrs
Top advisor by experience in Woodstock
27yrs
Robert Gustafson
Full name on record: Robert Eugene Gustafson
Financial advisor at Ameriprise Financial Services
Robert Gustafson has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Woodstock, Georgia. After seven years at Merrill, Robert joined Ameriprise Financial Services in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 143 advisors with offices in Woodstock, and one of 132 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience in Woodstock
Office220 Heritage Walk Suite 206, Woodstock, GA 30188
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 ?2 states
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 66Uniform Combined State Law Examination
Career
- 2007 – nowAmeriprise Financial Services, LLCCurrent firm
- 2000 – 2007MerrillPreviously
Contact Robert
Local office(678) 431-5125Ask for Robert. (612) 671-3131Main office · Minneapolis, MN 220 Heritage Walk Suite 206Woodstock, GA 30188Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (678) 431-5125 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Robert Gustafson.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 27 years. Top 24% by experience in Woodstock.
What licenses does Robert hold?
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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