RM
RM

Robert Muhleisen

41 Years of Experience
Chatham, NJ
Broker

Robert Muhleisen is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

19 Center St, Chatham, NJ, 07928

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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 involved with RJM Investment Management and Planning LLC, which is investment-related. This activity takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - September 2023 · 20 yrs 2 mos
Wells Fargo Clearing Services, LLC
July 2003 - September 2023 · 20 yrs 2 mos
Prudential Securities Incorporated
October 2002 - July 2003 · 9 mos
Prudential Securities IncorporatedBroker
October 2002 - July 2003 · 9 mos
Salomon Smith Barney INC.Broker
May 1985 - October 2002 · 17 yrs 5 mos
Bevill, Bresler & Schulman IncorporatedBroker
August 1984 - April 1985 · 8 mos
State Registrations14 states
CACTDEFLGAILMDNCNJNYPARITXVA
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.