As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Carver Lion's Club
Past President / Board Member
Carver, MN - Certified Investment Management Consultant (CIMC)
Member of the Investment Management Consultants Association
- Asset Management
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Lending Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- 529 Plans
- Education Planning
- 401k Rollovers
-
Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance Licensed
- B.A., 1982
University of Minnesota
Minneapolis, MN
- Item One
- Item Two
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- 2004
- Present: Morgan Stanley Smith Barney
Senior Investment Management Specialist /
Financial Advisor
Wayzata, MN
- 1998
- 2004: PaineWebber/UBS
Financial Advisor
Wayzata, MN
Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Whenever the market is up or down 150 points, the 150 Point Letter posted under Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
Bob MacMullan is licensed in the following state(s):
AZ, CA, CO, CT, FL, IA, ID, KY, MI, MN, NC, ND, NJ, NY, PA, SD, TN, TX, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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