Robert Paul Amundson
Professional Summary
Robert Paul Amundson, who also goes by Robert P Amundson, Robert Amundson, is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Anchorage, Alaska. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert P Amundson, Robert Amundson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS
Contact Information
Main Address
3150 C Street Suite 240, Anchorage, AK 99503Phone Number
(907) 333-2646# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
310AUM (Assets Under Management)
$52,421,554Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/9/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Paul Amundson's CRS (Customer Relationship Summary).
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