AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RE

Robert W. Epps

AEGIS INVESTMENTS
St Louis Park, MN 55416
Some features on this profile are disabled
CRD#: 1197563
RE

Professional summary


Robert William Epps, who also goes by Bob Epps, is a registered financial professional currently at AEGIS INVESTMENTS, INC. located in St Louis Park, Minnesota.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1983. Robert has worked at 2 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Epps

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Robert William Epps's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 3, 1992 - Present

AEGIS INVESTMENTS, INC.

Office #1: 4915 West 35th Street Suite 206, St Louis Park, MN 55416Office #2: 4915 West 35th Street Suite 100, St Louis Park, MN 55416
BD
CRD#: 16033
St Louis Park, MN
Past

October 6, 1983 - December 31, 1991

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(1/3/1992)

Exams


State Security Law Exam
RR
Series 63
Date: 10/5/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AI
AEGIS INVESTMENTS, INC.
AEGIS INVESTMENTS, INC. | IS SECURITIES, INC.

CRD#: 16033 / SEC#: , 8-33137

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4915 West 35th Street Suite 100, St Louis Park, MN 55416
Mailing Address
4915 West 35th Street Suite 100, St Louis Park, MN 55416
Phone number
(612) 336-4432
Established
Minnesota since 12/07/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
INGLE, LINDA LEIGHPRESIDENT, CCO1297076
STORHOLM, JAMES RICHARDFIN OP2310929
ZIEGLER, JEFFREY GEORGEVICE PRESIDENT1442799

Disclosures


Regulatory Event1
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AEGIS INVESTMENTS, INC.

CRD#: 16033St Louis Park, MN 55416

TRUST BUT VERIFY

Monitor Robert Epps

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Chad Jonathan Rusten
Chad RustenAdvisorCheck Check Mark
ELEMENT SQUARED PRIVATE WEALTH
IAR
Minneapolis, MN
SS
Steven SchmidtAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
ST. LOUIS PARK, MN
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics