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Anna Danielle Robbins

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

1601 Cooper Point Road Nw, Olympia, WA, 98502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anna is associated with Tallus Capital Management and Financial Advocates Investment Management as a registered investment advisor, dedicating a significant portion of her time to these activities. She also spends a minimal amount of time on non-variable insurance.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
August 2025 - Present · 6 mos
LPL Financial LLCBroker
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
Financial Advocates Investment Management
May 2013 - September 2025 · 12 yrs 4 mos
Edward Jones
June 2008 - May 2013 · 4 yrs 11 mos
Edward JonesBroker
May 2008 - May 2013 · 5 yrs
State Registrations14 states
AZCACOCTFLMNMTNCOHORTNTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna Danielle Robbins - Financial Advisor | TrueAdvisor