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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RA

Robert P. Amundson

Some features on this profile are disabled
CRD#: 6635377
RA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Paul Amundson, who also goes by Robert P Amundson, Robert Amundson, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2016. Robert had worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert P Amundson | Robert Amundson

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.
1) Advance Finance LLC 2907 Iris Dr~Anchorage~AK~99517~Other~Employee~1/25/2021~150hrs~130hrs~Prospect Business Retirement Plans, assist clients at Truvim, LLC invest in marketable securities, retirement planning for owners/employees, educate clients, offer annuities, life insurance and Long Term Care policies; such policies will be done via Avantax. 2) Avantax Insurance Agency LLC Anchorage AK Equity Indexed Annuity~Agent~1/1/2021~40hrs~40hrs~I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance (e.g. VUL/VIL). 3) St John's Orthadox Christian School 18940 Monastery Dr~Eagle River~AK~99515~Board Position/Officer~Other~7/1/2017~3hrs~0hrs~I am the Vice Chair of the Board, I apply for grants for the school and help the administrators by providing political cover because the board is showing process and deliberation for school polcies| 4)I have a tax service that I am building, no current clients; few prospects DBA as Abcde Tax. I also have worked for TurboTax as Tax Expert and was told they are open to future season call backs. 5) Walmart; Team Associate; Non Investment Related; Location: 7504 Debarr Road Anchorage AK 99504; Description: Retail; Responsibilities: Cashier; Start date: 2023-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 61; Percentage of total yearly compensation expected to be derived from the business: 10; Contact person at the organization: Store Manager Mike; Website address for the organization: www.walmart.com.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 16, 2024 - July 15, 2025

COHO ADVISORY SERVICES, LLC

RIA
CRD#: 325710
ANCHORAGE, AK
Past

January 28, 2021 - January 18, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Anchorage, AK
Past

January 19, 2021 - January 26, 2021

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Anchorage, AK
Past

January 19, 2021 - January 18, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Anchorage, AK
Past

July 24, 2017 - January 20, 2021

EDWARD JONES

RIA
CRD#: 250
CHUGIAK, AK
Past

July 24, 2017 - January 20, 2021

EDWARD JONES

BD
CRD#: 250
CHUGIAK, AK
Past

April 13, 2017 - June 19, 2017

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
Anchorage, AK
Past

April 13, 2017 - June 19, 2017

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
ANCHORAGE, AK
Past

August 4, 2016 - August 31, 2016

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
Anchorage, AK
Past

June 29, 2016 - August 31, 2016

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
ANCHORAGE, AK

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/30/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2016
General Securities Representative Examination

Current Firm

CA
COHO ADVISORY SERVICES, LLC
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS GROUP

CRD#: 325710 / SEC#:

Alaska
Registered Investment Advisory firm - (5/3/2023 Approved)
California
Registered Investment Advisory firm - (12/4/2024 Approved)
Colorado
Registered Investment Advisory firm - (11/15/2024 Approved)
Idaho
Registered Investment Advisory firm - (3/15/2024 Approved)
Nevada
Registered Investment Advisory firm - (10/3/2023 Approved)
Oregon
Registered Investment Advisory firm - (2/4/2025 Approved)
Texas
Registered Investment Advisory firm - (9/26/2023 Approved)
Washington
Registered Investment Advisory firm - (5/10/2024 Approved)
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
3150 C Street Suite 240, Anchorage, AK 99503
Mailing Address
Phone number
(907) 333-2646
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts232
AUM (Assets Under Management)$ 36,593,947

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

COHO ADVISORY SERVICES, LLC

CRD#: 325710

TRUST BUT VERIFY

Monitor Robert Amundson

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

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
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