Robert Arensberg, financial advisor Upland CA

Robert Arensberg

CRD Number: 4199039
Current Firm: Eagle Strategies LLC

Robert Arensberg (CRD# 4199039) is an Investment Advisor Representative working at Eagle Strategies LLC in Upland, CA and has over 23 years of experience in the finance industry.

Similar Advisors
Veronica Aaron, financial advisor Upland CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Similar Advisors
Raul Aballi, financial advisor Upland CA
Raul A. Aballi
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Reid Abedeen, financial advisor Upland CA
Reid N. Abedeen
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Duarte, CA Apr 2014 - Current 9
New York Life Lnsurance Wichita, KS Jan 2007 - Current 17
Nylife Securities LLC Wichita, KS Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for Robert I. Arensberg
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Ready to hire a financial advisor? Get competitive proposals from Robert Arensberg and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.