Robert Bothmer

Investment Specialist for Jill D. Williams-Gilmore at Ameriprise Financial

Financial Adviser at Ameriprise Financial Services, Inc. in San Rafael, CA

About

Specialties:Areas of Focus Porfolio Design and Construction Investment Analysis Investments Market Research Retirement Plans Charitable Giving Retirement Planning Strategies Tax Efficient Liquidation of Retirement Assets Estate Planning Strategies Saving for Education Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of all client experiences, or indicative of future performance or success. Due to industry rules, Ameriprise Financial does not solicit, and asks visitors to refrain from making, endorsements of its investment advisory services. Ameriprise Financial wants to help you protect your privacy. While we maintain a presence on social media websites, we are not affiliated with them and we cannot control how they or other parties will use the information you share on it. In other words, it’s up to you to read and understand the privacy policies and terms of service for each social media platform you participate in. Posts on our Facebook pages will be reviewed by Ameriprise Financial and treated according to terms of our privacy notice at www.ameriprise.com/privacy. Our pages are intended for US residents only.

Contact
Click for phone number
(415) 492-8222
Address
4314 Redwood Hwy Ste 400 in San Rafael, CA 94903
Info
Languages: English,
Year started: 2011

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 7
Series 66
California Insurance Producer
License # 0H54126

Certifications

Chartered Retirement Planning Counselor or CRPC®

Accomplishments

Awards

5 Star Wealth Manager
5 Star Wealth Manager

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Financial Advisor
Investment Specialist

Education

California State University of San Marcos