Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Buckley is a financial advisor with Avantax Planning Partners, Inc. Robert has been in the industry since December 1999. Robert has been with Avantax Planning Partners, Inc. since December 1999 and holds a Series 6 and Series 63 license. Robert has worked with various clients, including individuals, corporations, pension plans and charitable organizations. Robert's background includes public accounting with Denman & Company, LLP.
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.
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
IA
12/27/1999 - Present
Avantax Planning Partners, Inc. (WEST DES MOINES IA)
IA
12/11/2003 - 09/03/2009
PROEQUITIES, INC. (WEST DES MOINES IA)
BC
Issued 12/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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