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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 Wheeler is a financial advisor with over 27 years of experience in the financial services industry. Robert Wheeler is currently registered with LPL Financial LLC, and has been associated with the firm since October 2023. Previously, Robert Wheeler worked with OSAIC WEALTH, INC. from September 2023 to October 2023 and SAGEPOINT FINANCIAL, INC. from October 2005 to September 2023. Robert Wheeler holds FINRA Series 7 and 63 licenses as well as a Series 65 license, and has earned both the Certified Financial Planner® and Chartered Financial Consultant® designations. Robert Wheeler specializes in providing financial advice and services to individuals, corporations, and other business entities, as well as charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
10/17/2023 - Present
LPL Financial LLC (CLACKAMAS OR)
OR
09/01/2023 - 10/19/2023
OSAIC WEALTH, INC. (CLACKAMAS OR)
OR
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CLACKAMAS OR)
AZ
03/31/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/12/1999 - 03/03/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
02/20/1996 - 07/19/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
08/31/1994 - 11/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/1994 - 11/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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