Robert Riethman (CRD# 2026370) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Fiduciary Partners, LLC | Fort Worth, TX | Aug 2023 - Current | < 1 |
| Indianapolis Life Insurance Company | Indianapolis, IN | Oct 1994 - Current | 29 |
| Il Securities, Inc. | Indianapolis, IN | Oct 1994 - Current | 29 |
| Na | Keller, TX | Nov 2020 - Jul 2023 | 2 |
| Healthmarkets | North Richland Hills, TX | Mar 2005 - Nov 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- NC
- TX
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Total Assets Under Management115MILLIONS
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Total Number of Accounts82ACCOUNTS
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Average Account Value$1,400,282
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MI, NC, TX
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