Robert Stewart, financial advisor Plymouth MN

Robert Stewart

CRD Number: 5791085
Current Firm: Wealth Enhancement Advisory Services, LLC

Robert Stewart (CRD# 5791085) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 13 years of experience in the finance industry. Robert Stewart 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
Wealth Enhancement Brokerage Services Charlotte, NC Dec 2021 - Current 2
Lpl Financial, LLC Charlotte, NC Nov 2021 - Current 2
Wealth Enhancement Group Charlotte, NC Nov 2021 - Current 2
Wealth Enhancement Advisory Services LLC Charlotte, NC Nov 2021 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Nov 2021 8
Financial Network El Segundo, CA Aug 2012 - Nov 2021 9
Carroll Financial Associates, Inc. Charlotte, NC Aug 2012 - Nov 2021 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Robert S. Stewart
Phone Number: 763-417-1700
Registered State(s):
  • LA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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