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Robyn Adams

Advisor at United Advisors America

Updated today

Location

Acworth, GA

Credentials

CFP®, Series 63, Series 65

Industry experience

22 years

About

Robyn Adams is a financial advisor with Ameriprise in Acworth, GA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at Ameriprise since 2018, with prior roles at Mass Mutual Investors Services, Allstate Insurance, and Horace Mann Investors. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver customized retirement planning advice.

Client services

Based on United Advisors America

Financial planning Portfolio management Pension consulting

Expertise

Based on United Advisors America

Annuities Long-term care insurance Social Security optimization Retirement income strategy

Occupation focus

Based on United Advisors America

Retired

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Fee options

Percentage

$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually

Commissions

Insurance product sales result in commissions to representatives from insurance carriers.

Other

Account minimum: $50,000

Location

Acworth, GA

Most active in

Alabama · Georgia · North Carolina · Virginia

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2018 - 2020 (2 years)

Unemployed

2018 - 2018 (1 year)

Mass Mutual Investors Services

2017 - 2018 (1 year)

Massachusetts Mutual life Insurance Company

2017 - 2018 (1 year)

Allstate Insurance Co

2017 - 2017 (1 year)

Horace Mann Investors, Inc.

2012 - 2017 (5 years)

The R L Adams Agency

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Marcus G

Series 63, Series 65

Canton, GA

Gustafsson Wealth Management, Inc.

Marcus Gustafsson is the sole advisor at Gustafsson Wealth Management, Inc., an independent registered investment adviser based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 20 years of industry experience, including over two decades at his current firm. Gustafsson Wealth Management serves individuals, retirement plans, trusts, estates, and small business entities, providing modular financial planning, portfolio management, and ERISA-related consulting. The firm employs a range of investment strategies using ETFs, mutual funds, closed-end funds, individual securities, and more complex products, with accounts reviewed at least quarterly.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Lamont S

Series 66

Kennesaw, GA

Schumpert Investments, LLC

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Wealth management General retirement planning Income planning Long-term care insurance Self-Employed
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Herbert M

Series 63, Series 65

Marietta, GA

DPM Wealth Management, Inc.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Active portfolio management
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Martin S

CFP®, Series 63, Series 65

Marietta, GA

Financial Planning Partners

Martin Sickles is a CFP® professional with 28 years of experience in financial planning and investment management. He is the president of Financial Planning Partners, an independent firm he has led since 1997. He also serves as CEO of Exeter Analytics Group, where he provides accounting and tax preparation services as a CPA. Financial Planning Partners primarily serves high-income individuals and business owners, offering tailored financial plans and non-discretionary portfolio management. The firm combines fundamental and technical analysis within a diversified asset allocation framework, often utilizing third-party managers for specialized strategies.

General tax planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Cash flow / budgeting Self-Employed Founder/Business Owner
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Stephen C

CFP®, Series 63, Series 65

Marietta, GA

Resilient Wealth

Stephen Coulter Jr. is a CFP® with 19 years of industry experience, currently serving as the principal of Resilient Wealth in Marietta, GA. His prior roles include positions at Titleist Asset Management, Hamilton Investment Counsel, and Guggenheim Funds Distributors. Outside of his advisory work, he is the founder and president of Pinger Systems, a company that develops custom contact management and social media automation systems for executives and sales professionals. Resilient Wealth provides investment management services to pooled vehicles and institutional clients, focusing on discretionary portfolio construction and ongoing supervision. The firm emphasizes a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios primarily using low-cost mutual funds and ETFs, while also offering financial planning and consulting support to other financial advisors, trusts, estates, and businesses.

Financial Professional Executive
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