Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wheeler is a financial advisor based in Denver, CO. Robert has been providing financial advice since 1986. Robert holds licenses in 28 states and currently works with Mariner Independent. Prior to working with Mariner Independent, Robert worked at a number of firms including SagePoint Financial, Inc., SunAmerica Securities, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Robert has a long and successful career in financial services and is committed to helping his clients 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
07/08/2016 - Present
Mariner Independent (Denver CO)
CO
04/21/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (DENVER CO)
CO
10/31/2005 - 04/23/2009
SAGEPOINT FINANCIAL, INC. (DENVER CO)
AZ
06/12/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
05/11/1987 - 06/08/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
05/11/1987 - 06/08/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
03/19/1986 - 06/11/1987
INVESTMENT BROKERS OF AMERICA
IA
Issued 11/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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