Robert Bisser, financial advisor Santa Fe NM
96 score

Robert Bisser

CRD Number: 1210038
Current Firm: Silver Oak Securities, Inc.

Robert Bisser (CRD# 1210038) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Fe, NM and has over 29 years of experience in the finance industry. Robert Bisser 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.

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Professional Designations
Company Name Location Dates Years
Silver Oak Securities, Inc. Jackson, TN Jun 2008 - Current 8
R.f. Bisser & Associates Quincy, IL Oct 1985 - Current 31
Questar Capital Corp. Ann Arbor, MI Mar 2000 - Jun 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Robert F. Bisser
Phone Number: 731-668-3825
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    215
    MILLIONS
  • Total Number of Accounts
    1,901
    ACCOUNTS
  • Average Account Value
    $112,986
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, NC, NH, NM, OH, PA, SC, TN, TX, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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