Robert Wickenkamp, financial advisor Antioch IL

Robert Wickenkamp

RJW Investment Consultants

CRD Number: 2756495
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both

Robert Wickenkamp AIF®, RICP® (CRD# 2756495) founded RJW Investment Consultants in order to help clients pursue financial freedom. He offers over 20 years of financial services experience and currently holds FINRA Series 7, 63, and 66 licenses along with the Accredited Investment Fiduciary® (AIF®) and Retirement Income Certified Professional (RICP®) designations.

 

RJW is an independent financial services firm focused on preserving and protecting what matters most to you. Through our relationship with Cambridge, one of the most respected independent broker dealers in the industry, we have the flexibility to offer a wide range of financial products without the obligation to sell proprietary products or services. Our independence allows us to be selective, offering only the products and services we believe are best suited to meet your objectives and goals.

 

At RJW, we are committed to providing our clients with custom-tailored solutions in pursuit of financial freedom. We begin by working with you to determine your personal goals and objectives. After these have been determined, we design an individualized plan with defensive strategies to help protect your principal. We expect your life to change, and we continually monitor your financial progress, evaluate your portfolio on a regular basis, and revise as needed to stay aligned with your objectives.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2012 - Current 12
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2012 - Current 12
Rjw Investment Consultants Lake Villa, IL May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Robert J. Wickenkamp
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RJW are not affiliated.

 

Cambridge does not have control of the information on the website which is domain of Wealthminder and Cambridge makes no claims as to Wealthminder's compliance with securities regulations.

 

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