Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert L. Vonderharr is an investment advisor representative at Great Point Advisors, LLC, a registered investment advisor with offices in Chicago, IL and Mayflower Mtn., UT. Robert has been in the financial services industry since 1986 and holds the Series 6, 7, 24, 63, and 65 licenses. Robert has experience providing financial planning and portfolio management services for both individuals and businesses. Robert L. Vonderharr is also a CPA and provides income tax preparation services through Robert L. Vonderharr - CPA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IL
10/31/2024 - Present
Great Point Advisors, LLC (CHICAGO IL)
UT
11/11/2010 - 09/15/2023
INDEPENDENT FINANCIAL GROUP, LLC (Heber City UT)
UT
05/28/1992 - 10/25/2010
OMNI BROKERAGE, INC. (SALT LAKE CITY UT)
NA
10/26/1990 - 05/01/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NY
03/23/1990 - 10/29/1990
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
12/01/1988 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
05/28/1987 - 12/14/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
10/13/1986 - 06/09/1987
WADDELL & REED, INC.
IA
Issued 09/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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