About Robert A Amboian
Robert A. Amboian, QPFC®, Senior Vice President, and Corporate Retirement Director, has worked in the corporate finance and financial consulting industry since 1993. With an emphasis on retirement planning, portfolio management and asset allocation strategies, Robert assists clients in developing clear investment goals. By focusing on the planning opportunities and strategies available to clients, the objective is to best position them to help build and preserve wealth.
Robert is a Morgan Stanley Corporate Retirement Director and has been designated by the National Association of Plan Advisors (NAPA) as a Qualified Plan Financial Consultant (QPFC). As such, Robert is able to offer advanced resources and services for the administration of retirement plans, such as 401(k)’s, 403(b)’s and defined benefit plans. Robert offers a holistic approach with vendor selection, investment reviews, manager selection, and 3(21) or 3(38) fiduciary oversight.
Robert earned a bachelor’s degree in Finance from Michigan State University and a MBA in Finance and Marketing from Wayne State University. He has completed several Management courses at George Washington University.
Robert currently holds his Series 7, 31, 63, and 65 licenses as well as insurance and annuity licenses. Robert can also assist clients with mortgage lending and refinancing (NMLS # 1364485).
Robert and his wife, Cynthia reside in White Lake, MI with their daughters Allison and Katherine.
2023 - Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Five Star Wealth Advisor Award
This award was issued in 2023. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 09/05/2022 through 03/03/2023
Securities Agent: OK, GA, NM, IN, FL, VA, SC, NC, MO, KY, MI, IA, AL, TN, PA, AR, UT, MN, KS, AZ, CO, CA, WA, NY, MA, TX, NJ, DE, WI, NH, IL, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364485