Robert Severdia (CRD# 2187656) is an Investment Advisor Representative working at Nest Financial Planning, LLC in Hood River, OR and has over 29 years of experience in the finance industry. Robert Severdia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4542577
Cuso Financial Services
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
CRD# 4771578
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nest Financial Planning, LLC | Hood River, OR | Oct 2022 - Current | 1 |
| Cross Financial Advisors, LLC | Beaverton, OR | May 2017 - Oct 2022 | 5 |
| Lpl Financial LLC | Beaverton, OR | Jan 2015 - Oct 2022 | 7 |
| Unemployed | Mosier, OR | Jun 2014 - Dec 2014 | < 1 |
| Wells Fargo Advisors, LLC | Portland, OR | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- OR
- WA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$357,476
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OR, WA
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.