Robert Wendler, financial advisor Louisville KY
93 score

Robert Wendler

CRD Number: 3019704
Current Firm: Lpl Financial LLC

Robert Wendler (CRD# 3019704) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, KY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Old National Bank Louisville, KY Oct 2012 - Current 4
Lpl Louisville, KY Oct 2012 - Current 4
Chase Investment Services Louisville, KY Jun 2012 - Oct 2012 < 1
Morgan Stanley Smith Barney Louisville, KY Nov 2010 - Jun 2012 1
First Tennessee Brokerage Louisville, KY Aug 2009 - Nov 2010 1
Unemployed Louisville, KY Jan 2009 - Aug 2009 < 1
Fifth Third Bank Louisville, KY May 2004 - Jan 2009 4
Fifth Third Securities Louisville, KY May 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Robert W. Wendler
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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