Robert Blanusa (CRD# 4644459) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 20 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napa Wealth Management, Inc. | Napa, CA | Sep 2015 - Current | 8 |
| Investor Fan | Napa, CA | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- CA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$1,045,677
- 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
- Educational seminars/workshops
- Other
CA, TX, WA
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