Robert Stanell, financial advisor Bradenton FL

Robert Stanell

CRD Number: 4781823
Current Firm: Avantax Planning Partners, Inc.

Robert Stanell (CRD# 4781823) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Bradenton, FL and has over 24 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Hk Financial Services, Inc. Dubuque, IA Jul 2019 - Current 4
Christopher Smith Leonard Bristow Stanell & Wells Bradenton, FL Jun 1998 - Current 25
Peninsula Asset Management Inc. Bradenton, FL Oct 1999 - Jun 2019 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert E. Stanell
Phone Number: 563-582-2855
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,456
    MILLIONS
  • Total Number of Accounts
    11,570
    ACCOUNTS
  • Average Account Value
    $471,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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