RW
RW

Robert Wilber

40 Years of Experience
Elyria, OH
1 DisclosureBrokerSells Insurance

Robert Wilber is a registered investment advisor, based in Elyria, OH, with 40 years of industry experience.

Location

860 E Broad Street, Suite G, Elyria, OH, 44035

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2000
Settled
Other Business ActivitiesSells Insurance

Robert is the owner of Financial Mentoring Foundation, dedicating about 10% of his time. He is also an agent for various insurance companies, spending about 20% of his time on this activity, and operates Robert A. Wilber Retirement Investing (DBA).

Employment History
Current Registrations
Sigma Financial CorporationBroker
January 2010 - Present · 16 yrs 4 mos
Spc
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Brookstone Investment Advisory Services
January 2007 - December 2009 · 2 yrs 11 mos
Brookstone Securities, INC.Broker
November 2006 - January 2010 · 3 yrs 2 mos
Aig Financial Advisors, INC.Broker
October 2005 - November 2006 · 1 yr 1 mo
R & L Financial Services, INC.
July 2001 - April 2008 · 6 yrs 9 mos
Sunamerica Securities, INC.Broker
May 1991 - October 2005 · 14 yrs 5 mos
American Express Financial Advisors INC.Broker
February 1986 - May 1991 · 5 yrs 3 mos
State Registrations8 states
FLGAMNNCNYOHTXVA
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.
Robert Wilber - Financial Advisor | TrueAdvisor