Robert Weigel, financial advisor Verona WI
93 score

Robert Weigel

CRD Number: 5280986
Current Firm: Cedarwinds Investment Management, LLC

Robert Weigel (CRD# 5280986) is an Investment Advisor Representative working at Cedarwinds Investment Management, LLC in Verona, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Weigel Law Firm LLC Madison, WI Jun 2006 - Current 10
Robert K Weigel Verona, WI May 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Robert K. Weigel
Phone Number: 414-431-7390
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    129
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $334,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

IL, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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