Robert Redwanc (CRD# 4354455) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wt Wealth Management LLC | Scottsdale, AZ | Dec 2015 - Current | 8 |
| True Financial Wealth Management Firm, LLC | Sedona, AZ | Mar 2006 - Current | 18 |
| True Financial Wealth Management Firm, LLC | Sedona, AZ | Mar 2013 - Nov 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- AZ
- CA
- GA
- ID
- NV
- OR
-
Total Assets Under Management311MILLIONS
-
Total Number of Accounts2,429ACCOUNTS
-
Average Account Value$128,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, ID, NE, NH, NV, NY, OR, TX, UT, WA, WY
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