Robert Allan Engleman

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

• 11/2021 → 03/2026
  Edward Jones
  St. Louis, MO
• 07/2007 → 11/2021
  Robert Engleman Md
  North Myrtle Beach, SC
• 03/2026 → Present
  Ameriprise Financial Services Llc
  Bethlehem, PA

Previous Registrations

• 2022-02-14 → 2026-03-04
  Edward Jones
  St Louis, MO
  Pottsville, PA
  Limerick, PA
  Reading, PA

Other Businesses

Independent Insurance Brokering; Humana; 07/06/2026; Medicare Supplement / Devoted; 08/03/2026; Medicare Supplement / Geisinger; 08/20/2026; Medicare Supplement / Highmark Blue Shield; 08/20/2026; Medicare Supplement / Capital Blue Cross; 08/20/2026; Medicare Supplement / United Healthcare; 08/20/2026; Medicare Supplement / Jefferson Health; 08/20/2026; Medicare Supplement / Aetna; 08/20/2026; Medicare Supplement / Cigna; 08/20/2026; Medicare Supplement / Wellcare; 08/20/2026; Medicare Supplement / American Benefit; 08/20/2026; Medicare Supplement / Bankers Fidelity; 08/20/2026; Medicare Supplement / Insurance Company of North America; 08/20/2026; Medicare Supplement / Loyal American; 08/20/2026; Medicare Supplement / Medico; 08/20/2026; Medicare Supplement / Nassau; 08/20/2026; Medicare Supplement / National Health; 08/20/2026; Medicare Supplement / Physicians Mutual; 08/20/2026; Medicare Supplement / Physicians Select; 08/20/2026; Medicare Supplement. Business Ownership; Engleman Management and Consulting Corporation; Owner; S Corp as pass though entity for taxation for Ameriprise 1099 income and outside insurance sales income.; 1703 Cherry St, , Pottsville, PA, 17901; Investment-Related; 04/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-14

Other Names

• Robert Allan Engleman
• Robert Allen Engleman
• Robert Engleman