Robert Morenz

Robert Morenz (CRD# 122981) is a financial advisory firm headquartered in , . They manage $12,382,534 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Robert Morenz
Showing 1 - 1 of 1 top financial advisors.
Robert E. Morenz
CRD#: 2091485
Springfield, IL

Robert Morenz (CRD# 2091485) is an Investment Advisor Representative working at Robert Morenz in Springfield, IL and has over 27 years of experience in the finance industry. Robert Morenz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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