Robert Messner, financial advisor Jackson MI

Robert Messner

CRD Number: 5383202
Current Firm: Rmg Advisory Services

Robert Messner (CRD# 5383202) is an Investment Advisor Representative working at Rmg Advisory Services in Jackson, MI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Rmg Advisory Services Jackson, MI Feb 2013 - Current 11
H. Beck, Inc. Rockville, MD Aug 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Robert A. Messner
Phone Number: 517-795-5571
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $400,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

MI

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