Scott Bruce Robison

Current Employers

Employment History

• 08/2013 → 04/2020
  Cbiz Financial Solutions Inc
  Kansas City, MO
• 04/2020 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 06/2020 → 05/2021
  Bank Of America, N.A.
  Leawood, KS
• 05/2021 → 09/2022
  Cbiz Investment Advisory Services, Llc
  Kansas City, MO
• 09/2022 → 06/2024
  Fdf Wealth Strategies
  North Kansas City, MO
• 09/2022 → 06/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 06/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → 07/2024
  Dash Mart
  Lenexa, KS
• 06/2024 → Present
  Ameriprise Financial Services, Llc
  Overland Park, KS

Previous Registrations

• 2023-06-29 → 2024-06-07
  Cetera Investment Advisers Llc
  North Kansas City, MO
• 2022-09-09 → 2023-06-29
  Cetera Wealth Services, Llc
  North Kansas City, MO
• 2021-05-18 → 2022-09-20
  Cbiz Investment Advisory Services, Llc
  Kansas City, MO
  Cleveland, OH
• 2020-05-21 → 2021-05-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 2013-08-19 → 2020-04-13
  Cbiz Financial Solutions, Inc.
  Kansas City, MO
• 2017-08-30 → 2020-04-13
  Cbiz Investment Advisory Services, Llc
  Cleveland, OH
  Kansas City, MO
• 2011-05-19 → 2013-08-05
  Sii Investments, Inc.
  Leawood, KS

Other Businesses

Outside Employment; Creative Collaboration; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/callls from clients and ensuring key compliance expectations are being met.; Wealth management, financial planning, investment advisory services, and risk management.; 5700 W. 112th Street, Ste 130, , Overland Park, KS, 66211; Investment-Related; 06/12/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-18
• S63 Uniform Securities Agent State Law Examination
  2008-08-19

Designations

Other Names

• Scott B Robison