Robert Stahler (CRD# 2820704) is an Investment Advisor Representative working at Avantax Advisory Services in Cockeysville, MD and has over 26 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Adm Service | Madison, WI | Aug 2018 - Current | 5 |
| Avantax Insurance Agency, LLC | Cockeysville, MD | Jun 2016 - Current | 7 |
| Avantax Advisory Services | Cockeysville, MD | Nov 1997 - Current | 26 |
| Avantax Investment Services, Inc. | Cockeysville, MD | Oct 1996 - Current | 27 |
| Robert H. Stahler, Jr Cpa | Lutherville, MD | Jul 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- MD
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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