Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Mathers is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered as a Registered Representative and Investment Advisor Representative with Valmark Advisers, Inc. Robert holds licenses in Colorado, Florida, Illinois, and Wisconsin. Robert has a background in legal and tax services, and is a member of Private Wealth Advisers, LLC. Robert specializes in financial planning, portfolio management, and consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
11/18/2010 - Present
Valmark Advisers, Inc. (Menomonee Falls WI)
WI
06/25/2001 - 10/14/2010
CG BROKERAGE L.L.C. (OSHKOSH WI)
OH
12/19/2000 - 10/10/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
BC
Issued 02/14/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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