Robert BudnickiCRD Number: 5438753
Current Firm: Thrivent Investment Management Inc.
Robert Budnicki (CRD# 5438753) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Williamsport, MD and has over 8 years of experience in the finance industry.
Commonwealth Financial Network
Raymond James Financial Services Advisors, Inc.
Bfc Planning, Inc.
|Thrivent Financial For Lutherans||Appleton, WI||Dec 2007 - Current||9|
|Thrivent Investment Management Inc.||Williamsport, MD||Oct 2007 - Current||9|
|Admiral Security Services||Urbana, MD||Aug 2006 - Dec 2007||1|
|Roxbury Correctional Institution||Hagerstown, MD||Aug 1996 - Sep 2006||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management8,027MILLIONS
Total Number of Accounts36,119ACCOUNTS
Average Account Value$222,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV