Robert Rapp (CRD# 2764787) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, NE and has over 15 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert Rapp Insurance | Elkhorn, NE | Feb 2022 - Current | 1 |
| Principal Securities Inc. | Elkhorn, NE | Nov 2021 - Current | 2 |
| Principal Life Insurance Company | Elkhorn, NE | Nov 2021 - Current | 2 |
| Robert Rapp Insurance Agency | Elkhorn, NE | Jan 2020 - Nov 2021 | 1 |
| Sherman Willis State Farm Ins | Omaha, NE | Aug 2018 - Dec 2019 | 1 |
| World Business Consultants | Cozad, NE | Aug 2017 - Jul 2018 | < 1 |
| Pacific Life | Omaha, NE | Mar 2008 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NE
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Total Assets Under Management9,417MILLIONS
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Total Number of Accounts46,075ACCOUNTS
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Average Account Value$204,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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