Robert Penn (CRD# 1955142) is an Investment Advisor Representative working at Penn Advisory Group Inc. in Mount Vernon, IA and has over 34 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penn Advisory Group Inc. | Mount Vernon, IA | Oct 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Mt. Vernon, IA | Oct 2018 - Sep 2021 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2018 - Sep 2021 | 2 |
| Broker Dealer Financial Services Corp. | Cedar Rapids, IA | Dec 1994 - Oct 2018 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- IA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts128ACCOUNTS
-
Average Account Value$195,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IA
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