Robert Haggarty, financial advisor Kenosha WI

Robert Haggarty

CRD Number: 1793023
Current Firm: Rwh Asset Management

Robert Haggarty (CRD# 1793023) is an Investment Advisor Representative working at Rwh Asset Management in Kenosha, WI and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Rwh Asset Managment Kenosha, WI Nov 2013 - Current 8
Penvest Securities Inc. Kenosha, WI May 2009 - Current 13
Gateway Technical College Kenosha, WI Dec 2003 - Current 18
Carthage College Kenosha, WI Aug 2001 - Current 21
Wgtd 91.1 Fm Kenosha, WI Aug 2001 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Oct 2011
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert W. Haggarty
Phone Number: 262-764-9246
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WI

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