Robert Willen, financial advisor Baltimore MD
93 score

Robert Willen

CRD Number: 4604837
Current Firm: Wagner Bowman Management Corp

Robert Willen (CRD# 4604837) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Baltimore, MD and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wagner Capital Mgt Corp Baltimore, MD Sep 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Robert J. Willen
Phone Number: 410-653-7979
Registered State(s):
  • CA
  • FL
  • PA
  • TX
  • VA
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    458
    MILLIONS
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $1,140,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
Types of Clients
Registered States

CA, DC, DE, FL, MD, NC, NH, NJ, NY, OH, OR, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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