Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wellman is an investment advisor representative with CWM, LLC. Robert has been in the financial services industry since 2000 and has experience working with Edward Jones, CETERA ADVISOR NETWORKS LLC, LPL FINANCIAL LLC, TD AMERITRADE, INC., and Ameritrade, Inc. Robert's current registrations are with the state of Nebraska and FINRA. Robert has a Series 63, Series 66 and Series 7 license. He is also a Certified Financial Planner. Robert's office is located at 14600 BRANCH ST., OMAHA, NE, 68154.
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.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
01/10/2020 - Present
CWM, LLC (OMAHA NE)
MO
04/15/2019 - 06/26/2019
EDWARD JONES (ST. LOUIS MO)
NE
01/17/2017 - 04/17/2019
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
12/16/2015 - 01/19/2017
LPL FINANCIAL LLC (OMAHA NE)
NE
04/04/2012 - 12/23/2013
LPL FINANCIAL LLC (OMAHA NE)
NE
04/22/2006 - 12/23/2008
TD AMERITRADE, INC. (OMAHA NE)
NE
11/16/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
IL
03/10/2003 - 12/31/2004
ALFS, INC. (NORTHBROOK IL)
MO
12/21/2000 - 09/03/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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