Robert A. Britton

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP

WAYZATA, MN 55391

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CRD#: 4980728

Professional summary

Robert Austin Britton JR, who also goes by Robert Austin Britton Jr, Robert Austin Britton Jr. Jr, is a registered financial advisor currently at MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC located in Wayzata, Minnesota.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 3 firms and has passed the Series 63, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Austin Britton Jr | Robert Austin Britton Jr. Jr

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.

Mr. Britton is President of CFA Society Minnesota since September 2023. In this role Mr. Britton is responsible for the governance, strategic direction and implementation of plans for CFA Society Minnesota. Mr. Britton devotes approximately 8 hours per month to this role. 1-2 hours per month of these hours are during securities trading hours. Mr. Britton is a co-owner and co-operator of Tortoise Properties, LLC since April 2023. Mr. Britton devotes approximately 4 hours per month to this role, all of which are during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Austin Britton JR'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

December 19, 2013 - Present

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Office #1: 3620 County Road 101 S., Wayzata, MN 55391

RIA

CRD#: 129963

WAYZATA, MN

Past

October 2, 2008 - March 4, 2011

GLOBAL LEISURE PARTNERS, LLC

CRD#: 134435

NEW YORK, NY

Past

December 4, 2006 - June 12, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | MINNEAPOLIS WEALTH MANAGEMENT, LLC

CRD#: 129963 / SEC#: 801-62669

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(12/19/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/2/2006

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/14/2006

National Commodity Futures Examination

Current Firm

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | MINNEAPOLIS WEALTH MANAGEMENT, LLC

CRD#: 129963 / SEC#: 801-62669

RIA

Registered Investment Advisory firm - (1/14/2004 Approved)

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Contact information

Main Address

3620 County Road 101 S., Wayzata, MN 55391

Mailing Address

Phone number

(612) 334-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPMG ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,782
AUM (Assets Under Management)	$ 900,615,846

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.

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Robert A. Britton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Austin Britton JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

GLOBAL LEISURE PARTNERS, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/27/2006

Series 7

Date: 12/2/2006

Series 3

Date: 10/14/2006

Current Firm

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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