Robert Mathers, financial advisor Madison WI
93 score

Robert Mathers

CRD Number: 3168798
Current Firm: Valmark Advisers, Inc.

Robert Mathers (CRD# 3168798) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Madison, WI and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Vonbriesen& Roper, S.c. Oshkosh, WI Mar 2016 - Current 2
Valmark Securities, Inc. Akron, OH Oct 2010 - Current 7
Valmark Securities, Inc. Akron, OH Oct 2010 - Current 7
Davis & Kuelthau Oshkosh, WI Oct 2010 - Feb 2016 5
Cg Brokerage LLC Middleton, WI Nov 2000 - Sep 2010 9
Clifton Gunderson Financial Advisors LLC Middleton, WI Oct 1998 - Sep 2010 11
Clifton Gunderson LLP Middleton, WI Mar 1992 - Sep 2010 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Robert A. Mathers
Phone Number: 800-765-5201
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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