Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dee Wagler is an Investment Advisor Representative associated with Intrepid Financial Planning Group, LLC. Robert has been in the financial industry for over 30 years. Robert holds Series 6 and Series 63 licenses. Robert has previous experience with Morris Group, Inc., Waterstone Financial Group, Inc. and National Planning Corporation. Robert has experience working with individual clients, high net worth individuals, charitable organizations, and corporations. Robert is registered with the state of Indiana.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
01/19/2001 - Present
Intrepid Financial Planning Group, LLC (INDIANAPOLIS IN)
IN
06/08/2004 - 10/30/2012
MORRIS GROUP, INC. (INDIANAPOLIS IN)
MA
11/09/1998 - 12/31/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
CA
12/10/1992 - 11/02/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 12/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Wagler is the right advisor for you? Invested Better is here to help.
