Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bayer is a financial advisor with over 20 years of experience in the industry. Robert has been registered with LPL Financial LLC since December 2013. Previously, Robert was employed by Thrivent Investment Management Inc. from 2001 to 2010. Robert holds a variety of licenses and certifications, including the Series 6, 7, 24, 63 and 66. Robert is also a Chartered Financial Consultant. Robert offers a variety of financial services, including financial planning, portfolio management, and investment consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
12/20/2013 - Present
LPL Financial LLC (LAKEVILLE MN)
MN
05/15/2001 - 12/15/2010
THRIVENT INVESTMENT MANAGEMENT INC. (LAKEVILLE MN)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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