Adviser and broker representative · Ameriprise Financial Services, LLC
Devon K. Robb
CRD 5997905 · Sacramento, CA
At a glance
Devon K. Robb is an investment adviser representative with Ameriprise Financial Services, LLC in Sacramento, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Devon’s SEC record dates to 2017, about 9 years ago. Devon is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Ameriprise Financial Services, LLCSince January 2017Sacramento, CA · $660B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Devon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Ameriprise Financial Services, LLC
- Morgan BernseeSacramento
- Norielle R. GottschalkSacramento · Certified Financial Planner
- Randy M. HerrSacramento · Certified Financial Planner
- Joseph M. HinojosSacramento
- Nguyen Tram Anh LeSacramento
- John G. LewisSacramento
- Thasany J. MezaSacramento
- Sean MurphySacramento
Every advisor at Ameriprise Financial Services, LLC →Ameriprise Financial Services, LLC: assets, clients and custodians →Ameriprise news, moves and payouts →Financial advisors in Sacramento, CA →Every Ameriprise Financial Services, LLC advisor in Sacramento →Advisor Moves: who changed firms this week →