Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Raab is a financial advisor with over 25 years of experience in the financial services industry. Robert is currently registered with Trustmont Advisory Group, Inc. in Minnesota and Pennsylvania. Previously, Robert was registered with MIDAMERICA FINANCIAL SERVICES, INC., CAPITAL SYNERGY PARTNERS, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC and ROBERT W. BAIRD & CO. INCORPORATED. Robert holds Series 6, 7, 63, and 65 licenses and is a Chartered Financial Consultant. Robert specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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
MN
05/23/2016 - Present
Trustmont Advisory Group, Inc. (EAGAN MN)
MN
07/08/2011 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (EAGAN MN)
CA
05/10/2011 - 06/24/2011
CAPITAL SYNERGY PARTNERS (IRVINE CA)
MN
08/11/1994 - 08/16/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
WI
01/14/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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