Robert DavisCRD Number: 5987758
Current Firm: Northwestern Mutual Investment Services,llc
Robert Davis (CRD# 5987758) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Steamboat Springs, CO and has over 5 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Wells Fargo Advisors, LLC
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Oct 2011 - Current||5|
|Northwestern Mutual Investment Services LLC||Steamboat Springs, CO||Oct 2011 - Current||5|
|Northwestern Mutual Investment Services, LLC||Steamboat Springs, CO||Sep 2013 - Mar 2016||2|
|Steamboat Springs Fire Rescue||Steamboat Springs, CO||Jul 2006 - Jan 2015||8|
|University Of Phoenix||Phoenix, AZ||Jan 2009 - Aug 2010||1|
|Mambo Italiano||Steamboat Springs, CO||Apr 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.