Robert Whitlach, financial advisor Stuart FL
81 score

Robert Whitlach

CRD Number: 5294211
Current Firm: Thrivent Investment Management Inc.

Robert Whitlach (CRD# 5294211) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stuart, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Investment Management Inc. Stuart, FL Jul 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Mar 2007 - Current 9
Thrivent Investment Management Inc. Ovideo, FL Feb 2007 - Jul 2012 5
Unemployed Port St Lucie, FL Jan 2007 - Feb 2007 < 1
Cross Match Technologies Palm Beach Gardens, FL Feb 2002 - Jan 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Bond
Get Details on the FINRA Advisor Check site
Contact Info for Robert W. Whitlach
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
81

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