Robert Stibbs, financial advisor Traverse City MI
93 score

Robert Stibbs

CRD Number: 1855098
Current Firm: Old Mission Investment Company, LLC

Robert Stibbs (CRD# 1855098) is an Investment Advisor Representative working at Old Mission Investment Company, LLC in Traverse City, MI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Old Mission Investments Traverse City, MI May 2006 - Current 10
Purshe Kaplan Sterling Investments Albany, NY May 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for Robert W. Stibbs
Phone Number: 231-929-4100
Firm Website:
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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

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