Robert FaehnrichCRD Number: 1364808
Current Firm: Summit Financial Group Inc.
Robert Faehnrich (CRD# 1364808) is an Investment Advisor Representative working at Summit Financial Group Inc. in Prescott, AZ and has over 32 years of experience in the finance industry.
Yavapai Financial Planning, LLC
Royal Alliance Associates, Inc.
Narus Financial Partners, LLC
|Summit Financial Group||Scottsdale, AZ||Jan 2004 - Current||13|
|Summit Brokerage Services Inc.||Scottsdale, AZ||Dec 2003 - Current||14|
|D/b/a Faehnrich & Associates LLC||Prescott, AZ||May 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV