Robert Reby (CRD# 1388157) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 38 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Plymouth, MN | Mar 2021 - Current | 3 |
| Wealth Enhancement Advisory Services, LLC | Danbury, CT | Mar 2021 - Current | 3 |
| Lpl Financial, LLC | Danbury, CT | Mar 2021 - Aug 2021 | < 1 |
| Wealth Enhancement Brokerage Services | Plymouth, MN | Mar 2021 - Aug 2021 | < 1 |
| Reby Advisors, LLC | Danbury, CT | Sep 2005 - Mar 2021 | 15 |
| Triad Advisors Inc. | Norcross, GA | May 2012 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
- CT
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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