Robert P. Amundson

COHO ADVISORY SERVICES

ANCHORAGE, AK 99503

Some features on this profile are disabled

CRD#: 6635377

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

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Amundson's 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

June 9, 2026 - Present

COHO ADVISORY SERVICES, LLC

Office #1: 3150 C Street Suite 240, Anchorage, AK 99503

RIA

CRD#: 325710

ANCHORAGE, AK

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.

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

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.

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.

CRD#: 3641

ANCHORAGE, AK

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

Alaska
(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

State Security Law Exam

IAR

Series 66

Date: 7/30/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/28/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/2016

General Securities Representative Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	232
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.

Similar Advisors

Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Latham, NY

Devin Garofalo

COLONIAL RIVER WEALTH MANAGEMENT LLC

IAR

MIDLOTHIAN, VA

Joffre Encalada-rodas

FINALIS SECURITIES LLC

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert P. Amundson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Paul Amundson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COHO ADVISORY SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

EDWARD JONES

EDWARD JONES

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2016

Series 7TO

Date: 2/28/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/29/2016

Current Firm

COHO ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COHO ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors