Robert Wachendorf, financial advisor Waukesha WI

Robert Wachendorf

CRD Number: 4862831
Current Firm: Black & White Investment Management LLC

Robert Wachendorf (CRD# 4862831) is an Investment Advisor Representative working at Black & White Investment Management LLC in Waukesha, WI and has over 19 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Waukesha WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Waukesha WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Waukesha WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Black & White Investment Management LLC Waukesha, WI Mar 2017 - Current 7
Ursa Major Corporation Waukesha, WI Dec 2002 - Mar 2017 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Robert A. Wachendorf
Phone Number: 262-442-9306
Registered State(s):
  • WI
Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $120,319
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WI

Ready to hire a financial advisor? Get competitive proposals from Robert Wachendorf and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.