Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hagmaier is an investment advisor representative associated with Independent Financial Group, LLC. Robert has been in the financial industry since 1981, holding various roles at several prominent firms, including Piper Jaffray Inc., Lehman Brothers Inc., and Kidder, Peabody & Co. Incorporated. Robert is currently registered with the Securities and Exchange Commission (SEC) and the states of Oklahoma and Texas, offering investment advisory services. Robert provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
1
2
OK
09/07/2012 - Present
Independent Financial Group, LLC (Oklahoma city OK)
OR
10/26/2006 - 12/18/2008
EPLANNING SECURITIES, INC. (LAKE OSWEGO OR)
NV
02/26/2001 - 10/27/2006
FINANCIAL WEST GROUP (RENO NV)
OR
09/11/1996 - 02/01/2001
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
MN
07/11/1994 - 08/23/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
02/01/1989 - 07/13/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1987 - 02/06/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
10/15/1982 - 05/02/1987
BOETTCHER & COMPANY, INC.
NA
11/16/1980 - 10/13/1982
WEDBUSH, NOBLE, COOKE, INC
BOTH
Issued 04/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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