Unclaimed Profile

Robert Paul Aamodt

RH ADVISORS, LLC·FARMINGTON, Utah

SIE, Series 7, Series 24, Series 63, Series 65CFP28 years registeredRH ADVISORS, LLC

630 N MAIN STREET, FARMINGTON, UT 84025CRD# 3037835Firm CRD# 293909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Paul Aamodt · FARMINGTON, UT

Registration

CRD #3037835 · RH ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 2024 – present

ROCK HOUSE FINANCIAL

Sep 2018 – Jul 2024

FARMINGTON, UT

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Apr 2015 – May 2019

FARMINGTON, UT

KNOX CAPITAL ADVISORS, LLC

Jan 2011 – Apr 2015

FARMINGTON, UT

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Mar 2005 – Dec 2010

FARMINGTON, UT

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Apr 1998 – Mar 2005

KAYSVILLE, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 29, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

2010Regulatory·Final

2009Customer Dispute·Settled

2008Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RH ADVISORS, LLC

CRD 293909 · SEC 801-113752

AUM

$215M

Regulatory assets under management

Employees

1,216 client accounts

Services offered by RH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Paul Aamodt offer?

Robert Paul Aamodt specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Utah for a consultation.

What are Robert Paul Aamodt's credentials?

Robert Paul Aamodt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Paul Aamodt located?

Robert Paul Aamodt is based in FARMINGTON, Utah, working with RH ADVISORS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Robert Paul Aamodt charge for services?

Robert Paul Aamodt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RH ADVISORS, LLC?

RH ADVISORS, LLC has approximately 10 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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