Robert Aikins (CRD# 5602971) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Green Bay, WI | Apr 2023 - Current | 1 |
| Gateway Wealth Partners, LLC | Green Bay, WI | Apr 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Green Bay, WI | Jul 2019 - Apr 2023 | 3 |
| Bank Of America, N.a. | Green Bay, WI | Jul 2019 - Apr 2023 | 3 |
| Grn Black Oak Investments, LLP | Land O' Lakes, WI | May 2015 - Nov 2021 | 6 |
| J.p. Morgan Securities LLC | Novato, CA | Apr 2015 - Jul 2019 | 4 |
| Petaluma American Title League | Petaluma, CA | Oct 2010 - Jun 2017 | 6 |
| Wells Fargo Advisors, LLC | Santa Rosa, CA | May 2014 - Apr 2015 | < 1 |
| J.p. Morgan Securities LLC | Novato, CA | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management892MILLIONS
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Total Number of Accounts3,968ACCOUNTS
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Average Account Value$224,693
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