Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wylie Phelps is an Investment Advisor Representative at Oarsman Capital, Inc. Robert has been in the securities industry since August 1995. Robert has passed the Series 7, Series 63 and Series 65 exams. Robert was previously employed by Robert W. Baird & Co. Incorporated. Robert is registered to provide investment advice in Wisconsin.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
09/14/2000 - Present
Oarsman Capital, Inc. (MILWAUKEE WI)
WI
08/22/1995 - 03/01/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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