Robert Wickenkamp
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.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
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 |
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
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.
Check the background of your financial professional on FINRA's BrokerCheck
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.