Robert GessnerCRD Number: 6291392
Current Firm: Millennial Financial Planning, LLC
Robert Gessner (CRD# 6291392) is an Investment Advisor Representative working at Millennial Financial Planning, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Millennial Financial Planning LLC||Philadelphia, PA||Feb 2017 - Current||1|
|Insperity||Conshohocken, PA||Sep 2016 - Current||1|
|Pa Army National Guard||Spring City, PA||May 2011 - Current||6|
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Aug 2016||< 1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jan 2015 - Aug 2016||1|
|First Command Insurance Services, Inc.||Fort Worth, TX||Jan 2015 - Aug 2016||1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Nov 2014 - Dec 2014||< 1|
|Axa Advisors LLC||New York, NY||May 2014 - Nov 2014||< 1|
|Marlin Business Corp.||Mount Laurel, NJ||Sep 2007 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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