Robert Whitlach (CRD# 5294211) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jensen Beach, FL and has over 15 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 5575170
Edward Jones
CRD# 1535429
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Jensen Beach, FL | Jul 2013 - Current | 10 |
| Thrivent Financial For Lutherans | Appleton, WI | Mar 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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