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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anderson is a financial advisor with Mariner Wealth. Robert has been in the industry since 2007 and has a strong track record of helping clients achieve their financial goals. Robert is a Certified Financial Planner and holds a Series 6, 7 and 66 license. He is also a Series 63 licensed representative in the state of Iowa. Robert is committed to providing his clients with personalized financial advice that meets their unique needs. He specializes in retirement planning, investment management, and estate planning. Robert is an active member of his community and is dedicated to giving back.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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IA
09/25/2020 - Present
Mariner Wealth (WEST DES MOINES IA)
IA
09/30/2020 - 09/30/2020
AVANTAX INVESTMENT SERVICES, INC. (URBANDALE IA)
IA
10/28/2009 - 09/30/2020
PROEQUITIES, INC. (URBANDALE IA)
IA
05/24/2007 - 10/12/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 03/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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