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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert R. Speer is an investment advisor representative at Avantax Planning Partners, Inc. Robert has been working in the financial industry since 2008. Robert holds a Series 65 license and is registered with the state of Nebraska. Robert offers financial planning services to individuals, corporations, and other business clients. Robert also offers portfolio management services.
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.
A percentage of the total value of assets under management is charged.
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NE
02/05/2024 - Present
Avantax Planning Partners, Inc. (Lexington NE)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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