AdvisorOS Directory
Claim Profile
RL

Robert Alan Lepley

T I S GROUP INC·NORTH OAKS, Minnesota
Unclaimed Profile
100 VILLAGE CENTER DRIVE, NORTH OAKS, MN 55127-3024CRD# 4384530Firm CRD# 112087
01

About

Robert Alan Lepley is a registered financial advisor based in NORTH OAKS, Minnesota, affiliated with T I S GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
T I S GROUP INC
TIS GROUP INC
AUM
$185M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at T I S GROUP INC →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4384530
Firm CRD# 112087
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTH OAKS?

Browse all registered financial advisors in NORTH OAKS, Minnesota or claim this profile if it's yours.

Browse NORTH OAKS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Alan Lepley offer?
Robert Alan Lepley specializes in Investment Management, Wealth Management. Contact their office in NORTH OAKS, Minnesota for a consultation.
What are Robert Alan Lepley's credentials?
Robert Alan Lepley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Lepley located?
Robert Alan Lepley is based in NORTH OAKS, Minnesota, working with T I S GROUP INC. Their office serves clients in the NORTH OAKS metropolitan area and surrounding communities.
How does Robert Alan Lepley charge for services?
Robert Alan Lepley's firm is compensated through percentage of aum, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is T I S GROUP INC?
T I S GROUP INC has approximately 3 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NORTH OAKS
Stefan Christopher Liiste — CONTEXT FINANCIAL GROUP, LLCChristopher Rolf Glasoe — DOXA ADVISORS LLCDaniel Bert Marcotte — DOXA ADVISORS LLCLarry Edward Jeddeloh — T I S GROUP INCKent Lan Dallmeyer — T I S GROUP INC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile