Robert WarmkesselCRD Number: 5566459
Current Firm: Sound Investment Management Inc.
Robert Warmkessel (CRD# 5566459) is an Investment Advisor Representative working at Sound Investment Management Inc. in Tualatin, OR and has over 9 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Sound Investment Management, Inc.||Tualatin, OR||Jul 2008 - Current||9|
|Sps Commerce||Minn, MN||Apr 2007 - Jan 2016||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management148MILLIONS
Total Number of Accounts110ACCOUNTS
Average Account Value$1,348,463
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MD, OR, VA