Robert Mathers (CRD# 3168798) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Menomonee Falls, WI and has over 25 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quarles & Brady | Oshkosh, WI | Aug 2022 - Current | 1 |
| Valmark Securities, Inc. | Akron, OH | Oct 2010 - Current | 13 |
| Valmark Securities, Inc. | Akron, OH | Oct 2010 - Current | 13 |
| Vonbriesen& Roper, S.c. | Oshkosh, WI | Mar 2016 - Aug 2022 | 6 |
| Davis & Kuelthau | Oshkosh, WI | Oct 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2001 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- CO
- IL
- WI
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Total Assets Under Management7,030MILLIONS
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Total Number of Accounts17,262ACCOUNTS
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Average Account Value$407,229
- 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 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
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, VT, WA, WI, WV, WY
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