Robert Tesch, financial advisor Montrose CO

Robert Tesch

CRD Number: 1919954
Current Firm: Wealthsource®

Robert Tesch (CRD# 1919954) is an Investment Advisor Representative working at Wealthsource® in Montrose, CO and has over 26 years of experience in the finance industry. Robert Tesch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Renae Coffman, financial advisor Montrose CO
Renae M. Coffman
CRD# 5614989
Cetera Advisors LLC
Similar Advisors
Christopher Cox, financial advisor Montrose CO
Christopher G. Cox
CRD# 4332791
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Jennifer Cross, financial advisor Montrose CO
Jennifer G. Cross
CRD# 7024020
Edward Jones
Professional Designations
Company Name Location Dates Years
Wealthsource Partners, LLC Montrose, CO Jan 2019 - Current 5
United Capital Financial Advisers, LLC Montrose, CO Dec 2018 - Jan 2019 < 1
Wells Fargo Clearing Services, Llc Dba Wells Fargo Advisors Montrose, CO Jan 2011 - Dec 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Jul 2001
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Tesch
Phone Number: 805-546-1000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    6,375
    ACCOUNTS
  • Average Account Value
    $300,528
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

Ready to hire a financial advisor? Get competitive proposals from Robert Tesch and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.