Robert Kruse Ross

Current Employers

Employment History

• 07/1990 → 01/2021
  Integrity Financial Services, Inc
  Minneapolis, MN
• 05/2011 → 01/2021
  Next Financial Group Inc
  Independence, OH
• 01/2021 → Present
  Ameriprise Financial Services, Llc
  Independence, OH

Previous Registrations

• 2011-06-08 → 2021-01-25
  Next Financial Group, Inc.
  Houston, TX
  Independence, OH
• 2002-02-15 → 2011-05-31
  Spc
  Independence, OH
  Chesterland, OH

Other Businesses

Independent Insurance Brokering; Midland National Life; 06/07/1989; Term Life / Medical Mutual; 06/18/2025; Medicare Supplement. Business Ownership; IFS Partners Agency, Inc.; Oversee business financials related to management of Ameriprise practice; Oversee business financials related to management of Ameriprise practice; 4401 Rockside Rd #406, , Independence, OH, 44131; Investment-Related; 01/22/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; IFS Partners Agency, Inc.; President - Leadership of organization, client meetings, planning for clients, development of staff and advisors; ; 4401 Rockside Rd #406, , Independence, OH, 44131; Investment-Related; 07/01/1990; 60 hours per month; 60 during trading hours. Other Business Activities; Air BNB; Short term rental of in-law suite in private residence; 3225 Old Mill Rd, , Hudson, OH, 44236; Not Investment-Related; 01/22/2021; 1 to 9 hours per month; 0 during trading hours / Advisory Board for Kairos Wellness Center; Voluntary position on Advisory Board for new Wellness Center in Akron, Ohio. This position does NOT involve governance or financial responsibility. Board meets quarterly to discuss progress of business plan and advise on any changes.; 1611 Akron-Peninsula Rd, Suite A, Akron, OH, 44313; Not Investment-Related; 01/31/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-23
• S63 Uniform Securities Agent State Law Examination
  1985-12-14

Designations

Other Names

• Bob Ross