Robert Wilson, financial advisor Kalispell MT
93 score

Robert Wilson

CRD Number: 3169745
Current Firm: Cetera Investment Advisers LLC

Robert Wilson (CRD# 3169745) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kalispell, MT and has over 17 years of experience in the finance industry.

Similar Advisors
Chance Barrett, financial advisor Kalispell MT
Chance Barrett
CRD# 6253261
Edward Jones
Score
96
Similar Advisors
Annell Danczyk, financial advisor Kalispell MT
Annell M. Danczyk
CRD# 5470520
Stack Financial Management Inc.
Score
96
Similar Advisors
Lyle Mitchell, financial advisor Kalispell MT
Lyle E. Mitchell
CRD# 3046317
State Farm Investment Management Corp.
Score
96
Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Mar 2016 - Current < 1
First Interstate Bank Kalipsell, MT Mar 2016 - Current < 1
Cetera Investment Advisers LLC Kalispell, MT Mar 2016 - Current < 1
Lpl Financial LLC Missoula, MT Sep 2014 - Mar 2016 1
Us Bank Richland, WA Aug 2012 - Aug 2014 2
Lpl Financial Charlotte, NC Oct 2010 - Sep 2012 1
Gesa Credit Union Richland, WA Oct 2010 - Jun 2011 < 1
Montana Rifle Company Kalispell, MT May 2010 - Jul 2010 < 1
Gesa Credit Union Pasco, WA Oct 2009 - Apr 2010 < 1
Cuso Financial Services, LP San Diego, CA Oct 2009 - Apr 2010 < 1
Linsco/private Ledger Corp. Kalispell, MT Jul 2007 - Oct 2009 2
First National Bank Of Montana Kalispell, MT Jul 2007 - Oct 2009 2
Wells Fargo Investments,llc. Spokane, WA Feb 2003 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Robert G. Wilson
Phone Number: 888-528-2987
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.