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.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 5842757
Edward Jones
CRD# 837590
Lpl Financial LLC
| 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 |
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- WI
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Total Assets Under Management2MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$100,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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