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Robert William Ward

Fountain Financial Group, Inc.

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About Robert William Ward

Robert William Ward is a financial professional with over 15 years of experience in the financial services industry. Robert is currently registered with Fountain Financial Group, Inc. and holds licenses as a Registered Representative (RR) and Investment Advisor Representative (IAR). In addition to his current firm, Robert has also held prior roles with Thrivent Investment Management Inc. and Lutheran Brotherhood Securities Corp.

Firm Information

Robert Ward is currently registered with Fountain Financial Group, Inc.. Fountain Financial Group, Inc. is an investment advisor headquartered in [main office address]. They offer a variety of financial planning services, including portfolio management for individuals and selection of other advisors. The firm manages approximately $36.6 million in assets for 374 clients, primarily individuals and charitable organizations.

$36.60M

Assets Under Management

40

Total Clients

3

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Robert Ward’s Registration & Firm History

MN

02/13/2017 - Present

Fountain Financial Group, Inc. (Apple Valley MN)

MN

07/01/2002 - 05/19/2015

THRIVENT INVESTMENT MANAGEMENT INC. (EAGAN MN)

MN

03/07/2001 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/08/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Robert William Ward. Review regulatory record here.
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