Robert Baschnagel, financial advisor Asheville NC

Robert Baschnagel

Holcombe & McGrath

CRD Number: 5431998
Current Firm: Holcombe & Mcgrath
Compensation Model: Fee Only

Robert Baschnagel (CRD# 5431998) is an Investment Advisor Representative working at McGrath & Associates, Inc. dba Holcombe & Mcgrath in Asheville, NC and has 9 years of experience in the finance industry. Robert Baschnagel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Holcombe & Mcgrath Asheville, NC Nov 2007 - Current 13
Northwestern Mutual Asheville, NC Oct 2007 - Oct 2007 < 1
Northwestern Mutual Asheville, NC Jul 2007 - Sep 2007 < 1
Southern Appalachian Forest Coaltion Asheville, NC Jun 2000 - Jun 2007 7

Robert Baschnagel has no recent exams reported.
Contact Info for Robert E. Baschnagel
Phone Number:
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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