Robert Wisnovsky, financial advisor Eugene OR

Robert Wisnovsky

CRD Number: 2324014
Current Firm: Go Wealth Management

Robert Wisnovsky (CRD# 2324014) is an Investment Advisor Representative working at Go Wealth Management in Eugene, OR and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
O'connell Investment & Insurance Services Eugene, OR Jan 2018 - Current 6
Skyoak Wealth Management Medford, OR Feb 2012 - Jan 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert F. Wisnovsky
Phone Number: 541-338-7631
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $330,899
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, CA, ID, LA, NC, OR, TX, VA, WA

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