William James Robertson

Current Employers

Wealth Planning Systems, Llc

Bloomington, MN • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APP_PEND_IARCE	2026-01-01

MN RA
APP_PEND_IARCE

Since 2026-01-01

Branch Locations

Bloomington, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Combined Benefits Corp	Bloomington	MN	04/1983	Present
Wealth Planning Systems, Llc	Bloomington	MN	03/2010	Present
William J. Robertson Dba Wealth Planning Systems	Bloomington	MN	03/2010	Present

04/1983 → Present

Combined Benefits Corp

Bloomington, MN
03/2010 → Present

Wealth Planning Systems, Llc

Bloomington, MN
03/2010 → Present

William J. Robertson Dba Wealth Planning Systems

Bloomington, MN

Other Businesses

COMBINED BENEFITS CORP; INVESTMENT RELATED; BLOOMINGTON, MN; INSURANCE PRODUCTS SALES AND SERVICES; INDEPENDENT INSURANCE AGENT; 1983; APPROXIMATELY 40 HOURS PER MONTH SPENT ON THIS ACTIVITY.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1982-06-21

S63 Uniform Securities Agent State Law Examination

1982-06-21

Designations

Other Names

Bill Robertson

View on SEC IAPD