Robert WilsonCRD 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 18 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|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|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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
- 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
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
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.