linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert John Anderberg

Plancorp, 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 John Anderberg

Robert Anderberg is a financial advisor with over 20 years of experience in the industry. Robert has a background in healthcare, as well as experience in financial planning and wealth management. Robert is currently an investment advisor representative for Plancorp, LLC, a firm that specializes in providing financial planning and investment management services to individuals, families, and institutions. Robert is a Certified Financial Planner (CFP®) and has a Series 63 and Series 65 license. Robert holds a Bachelor of Arts degree in Psychology from Whitworth University.

Firm Information

Robert Anderberg is currently registered with Plancorp, LLC. Plancorp, LLC is a Registered Investment Adviser headquartered in SAINT LOUIS, MO, United States. They have 47 investment advisory professionals and manage approximately $6.48 Billion in assets for clients. Plancorp, LLC provides financial planning, pension consulting, and portfolio management services for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
Plancorp, LLC

540 MARYVILLE CENTRE DRIVE

SAINT LOUIS, MO 63141-5829

$6.48B

Assets Under Management

36

Total Clients

41

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

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

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 Anderberg’s Registration & Firm History

MO

06/17/2024 - Present

Plancorp, LLC (SAINT LOUIS MO)

WA

10/22/2019 - 05/08/2020

KMS FINANCIAL SERVICES, INC. (Spokane WA)

WA

11/21/2018 - 10/22/2019

PARKLAND SECURITIES, LLC (SPOKANE WA)

Not sure if Robert John Anderberg is right for you?

Licenses & Designations

IA

Issued 07/23/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Anderberg.
Not sure if Robert John Anderberg is right for you?