Robert Harris (CRD# 1337008) is an Investment Advisor Representative working at Harris Financial Services, Inc. in Oshkosh, WI and has over 38 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harris Financial Services | Oshkosh, WI | Sep 1991 - Current | 32 |
| Wisconsin Financial Group Inc. | Oshkesh, WI | Feb 1978 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1985 |
- WI
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$740,741
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
WI
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