Robert Hatch, financial advisor Cross Plains WI
88 score

Robert Hatch

CRD Number: 6368167
Current Firm: Edward Jones

Robert Hatch (CRD# 6368167) is an Investment Advisor Representative working at Edward Jones in Cross Plains, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2014 - Current 3
Lodi School District Lodi, WI Nov 2013 - Jun 2014 < 1
None Lodi, WI Nov 2008 - Dec 2013 5
Hatch Building Supply Madison, WI Jul 2004 - Oct 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Robert D. Hatch
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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