Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd Kaercher is a financial advisor with Smith & Howard Wealth Management, LLC located in Atlanta, Georgia. Robert has over 20 years of experience in the financial services industry. He is a registered Investment Advisor Representative (IAR) in Georgia and Texas and holds Series 7, 6, 63, and 65 licenses. Robert specializes in financial planning, portfolio management, and pension consulting. He provides these services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Robert's primary focus is on building long-term relationships with clients and helping 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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
01/06/2022 - Present
Smith & Howard Wealth Management, LLC (ATLANTA GA)
MO
11/06/2002 - 05/14/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
DE
11/08/2000 - 08/30/2002
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
DE
08/17/1995 - 08/02/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
WI
10/25/1989 - 01/17/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
10/25/1989 - 12/16/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Kaercher is the right advisor for you? Invested Better is here to help.
