Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Opfer is a financial advisor who has been in the industry since 1992. He is currently registered with Osaic Wealth, Inc. and has previously worked for Sagepoint Financial, Inc., American General Securities Incorporated, Franklin Financial Services Corporation, Allied Group Merchant Banking Corporation, Allied Group Securities Corporation, and New England Securities Corporation. Robert holds Series 6 and Series 63 licenses and the SIE exam. He is a specialist in retirement planning, financial planning, investment advisory services, and mutual funds. Robert is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
IA
09/01/2023 - Present
Osaic Wealth, Inc. (CEDAR RAPIDS IA)
IA
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CEDAR RAPIDS IA)
IA
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (CEDAR RAPIDS IA)
TX
05/24/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
OH
11/08/1990 - 12/31/1991
ALLIED GROUP MERCHANT BANKING CORPORATION (COLUMBUS OH)
NA
03/30/1988 - 11/20/1990
ALLIED GROUP SECURITIES CORPORATION
NA
10/02/1987 - 04/26/1988
NEW ENGLAND SECURITIES CORPORATION
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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