RJ
CFP
RJ
CFP

Robert Janda

39 Years of Experience
Loveland, CO
Broker

Robert Janda is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Loveland, CO, with 39 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

1570 W 1st St, Loveland, CO, 80537

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert owns 100% of Dilmarjan, LLC, a non-investment related rental property, dedicating minimal time. He also owns 57% of Spruce Creek Financial Advisors LLC, an investment-related firm, dedicating full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - October 2022 · 14 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2008 - October 2022 · 14 yrs 9 mos
A. G. Edwards & Sons, INC.
January 1999 - January 2008 · 9 yrs
A. G. Edwards & Sons, INC.Broker
December 1996 - January 2008 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1987 - January 1997 · 10 yrs
State Registrations36 states
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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.