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Robert James Stapleton

SAWTOOTH SOLUTIONS, LLC·MINNEAPOLIS, Minnesota
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3600 AMERICAN BOULEVARD WEST, MINNEAPOLIS, MN 55431CRD# 2581113Firm CRD# 175009
01

About

Robert James Stapleton is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with SAWTOOTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
SIMPLICITY SOLUTIONS, LLC
SIMPLICITY SOLUTIONS, LLC
AUM
$3.3B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at SIMPLICITY SOLUTIONS, LLC →
Services
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2581113
Firm CRD# 175009
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Stapleton offer?
Robert James Stapleton specializes in Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Robert James Stapleton's credentials?
Robert James Stapleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Stapleton located?
Robert James Stapleton is based in MINNEAPOLIS, Minnesota, working with SAWTOOTH SOLUTIONS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Robert James Stapleton charge for services?
Robert James Stapleton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAWTOOTH SOLUTIONS, LLC?
SAWTOOTH SOLUTIONS, LLC has approximately 130 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAWTOOTH SOLUTIONS, LLC

Paul Mathew Prentice
MINNEAPOLIS, MN
Jeffrey Allen Schuh
MINNEAPOLIS, MN
Kathleen Anne Olesinski
MINNEAPOLIS, MN
Bradley Earl Pries
MINNEAPOLIS, MN
Matthew J Kuntz
MINNEAPOLIS, MN

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