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Rob Eric Wedel

Cutler Investment Group

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About Rob Eric Wedel

Rob Eric Wedel is a financial advisor with Cutler Investment Group. Rob has over 20 years of experience in the financial industry and is registered with the state of Alaska. Rob's specializations include financial planning, portfolio management, and pension consulting.

Firm Information

Rob Wedel is currently registered with Cutler Investment Group. Cutler Investment Group is an investment advisor based in Jacksonville, Oregon. They provide financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.17 billion in assets.
Cutler Investment Group

525 BIGHAM KNOLL

JACKSONVILLE, OR 97530

$1.18B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rob Wedel’s Registration & Firm History

AK

04/18/2022 - Present

Cutler Investment Group (Anchorage AK)

AK

04/16/2009 - 12/31/2013

CAMBRIDGE INVESTMENT RESEARCH, INC. (ANCHORAGE AK)

AK

07/17/2008 - 04/17/2009

CAPITAL ANALYSTS, INCORPORATED (ANCHORAGE AK)

AK

03/01/2005 - 07/17/2008

NYLIFE SECURITIES LLC (ANCHORAGE AK)

MN

09/23/1999 - 02/22/2005

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

MO

03/15/1994 - 09/07/1999

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 12/18/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/1999

Series 24 - General Securities Principal Examination

BC

Issued 09/24/1997

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Rob Eric Wedel. Review regulatory record here.
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