Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Schelling is a financial advisor with over 23 years of experience in the financial services industry. Robert Schelling is currently registered with LPL Financial LLC and has been with the firm since January 2024. Prior to that, Robert worked for Ameriprise Financial Services, LLC and IDS Life Insurance Company. Robert holds the Series 63, 65 and 7 securities licenses and the SIE exam. Robert specializes in working with individuals, families, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
ID
01/03/2024 - Present
LPL Financial LLC (MERIDIAN ID)
ID
03/07/2000 - 01/12/2024
AMERIPRISE FINANCIAL SERVICES, LLC (NAMPA ID)
MN
03/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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