Robert Artis Williamson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → Present
  Ameriprise Financial Services, Llc
  Milledgeville, GA
• 05/1996 → 01/2020
  Georgia College & State University
  Milledgeville, GA
• 02/2020 → Present
  Sojourn Bicycling And Active Vacations
  Shelburne, VT

Other Businesses

Business Ownership; Water Ridge Development LLC; Own the LLC; Years ago, I built two spec houses on Lake Sinclair. To build these houses, I created an LLC for personal protection. I no longer build houses but I've kept the LLC name active.; 106 Water Ridge Drive, , Milledgeville, GA, 31061; Not Investment-Related; 01/02/2006; 0 hours per month; 0 during trading hours. Board of Directors; Meals on Wheels of Baldwin County; Board Member; PO Box 1425, , Milledgeville, GA, 31061; Not Investment-Related; 06/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Milledgeville-Baldwin County Chamber of Commerce Board of Directors; Board Member; 130 S. Jefferson Street, , Milledgeville, GA, 31061; Not Investment-Related; 02/05/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Sojourn Bicycling & Active Vacations; Trip Leader - Sojourn hires me as a part-time, seasonal employee to lead biking and active vacations for their guests. Sojourn advertises active vacations and registers guests. They then hire me to lead these programs - to include biking, kayaking, hiking, etc. I usually lead one or two trips per year.; Sojourn is a company that offers all-inclusive, luxury active vacations involving biking, hiking, kayaking, etc. www.gosojourn.com; 155 Athletic Drive, Suite 4, , Shelburne, VT, 5482; Not Investment-Related; 02/03/2020; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-05-04

Other Names

• Artis Williamson