linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert F Redwanc

WT Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert F Redwanc

Robert F Redwanc is an investment advisor representative with WT Wealth Management, LLC. Robert has over 20 years of experience in the financial services industry. Robert has a wide range of experience in providing financial advice to individual and corporate clients. Robert is registered with the state of Arizona and is licensed to provide investment advice in the following states: Arizona, California, Georgia, Idaho, Nevada, and Oregon. Robert provides a range of financial services including financial planning, investment management, and educational seminars.

Firm Information

Robert Redwanc is currently registered with WT Wealth Management, LLC. WT Wealth Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. With a team of 15 investment adviser representatives and 5 licensed agents, they offer a range of financial planning, investment management, and retirement planning services. WT Wealth Management serves a diverse clientele, including individuals, families, charitable organizations, and corporations, with a focus on providing personalized, tailored strategies. The firm manages over $311 million in assets, demonstrating their expertise and commitment to client success.
WT Wealth Management, LLC

7161 EAST RANCHO VISTA DRIVE

SCOTTSDALE, AZ 85251

$311.11M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

variable annuities

Variable annuities

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fees for educational seminars

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Redwanc’s Registration & Firm History

AZ

11/29/2023 - Present

WT Wealth Management, LLC (SCOTTSDALE AZ)

AZ

01/02/2008 - 04/30/2013

FINANCIAL ADVISERS OF AMERICA, LLC (SEDONA AZ)

AZ

09/17/2002 - 01/30/2008

GIRARD SECURITIES, INC. (TUCSON AZ)

AZ

03/11/2002 - 11/04/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

Not sure if Robert F Redwanc is right for you?

Licenses & Designations

BOTH

Issued 03/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/21/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert F Redwanc.
Not sure if Robert F Redwanc is right for you?