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Robert Patrick Blessing

Waterloo Capital

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About Robert Patrick Blessing

Robert Blessing is an investment advisor representative with Waterloo Capital. Robert is registered with the state of Texas. Robert has been in the financial services industry since September 2014. He previously worked at CVS Health Corporation and Commonwealth Financial Network. Robert's specializations include retirement planning, investment management, education planning, and estate planning. Waterloo Capital is a firm that specializes in providing investment advice to individuals, families, and businesses. The firm provides a range of services, including financial planning, retirement planning, investment management, and estate planning. The firm is committed to providing its clients with personalized financial advice that is tailored to their specific needs.

Firm Information

Robert Blessing is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Blessing’s Registration & Firm History

TX

04/25/2023 - Present

Waterloo Capital (San Antonio TX)

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Licenses & Designations

BC

Issued 01/20/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Patrick Blessing.
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