RS
CFP
RS
CFP

Robert Stutzman

42 Years of Experience
Omaha, NE
Broker

Robert Stutzman is a CFP-designated registered investment advisor, based in Omaha, NE, with 42 years of industry experience.

Location

1121 N. 102nd Ct, Suite 202, Omaha, NE, 68114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a 60% owner of OWM Inc., doing business as Cetera Investors, dedicating about a quarter of his time. He is also a passive member of the Cross Catholic Endowment Committee, spending minimal time on oversight with no control of investments.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 3 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Foresters Advisory Services, LLC
July 2014 - June 2019 · 4 yrs 11 mos
Foresters Financial Services, INC.Broker
November 1983 - June 2019 · 35 yrs 7 mos
State Registrations34 states
ALARAZCACOCTDCFLGAIAILINKSKYLAMIMNMONCNENVNYOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.