Robert WarnerCRD Number: 1000297
Current Firm: Cleary Gull Advisors Inc.
Robert Warner (CRD# 1000297) is an Investment Advisor Representative working at Cleary Gull Advisors Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Cleary Gull Advisors Inc.||Milwaukee, WI||May 2016 - Current||2|
|Cleary Gull Inc.||Milwaukee, WI||Mar 2002 - May 2016||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management2,292MILLIONS
Total Number of Accounts708ACCOUNTS
Average Account Value$3,237,757
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, SC, TN, TX, VA, WA, WI