RS
RS

Robin Schaner

37 Years of Experience
Bismarck, ND
1 DisclosureBrokerSells Insurance

Robin Schaner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bismarck, ND, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2000 Schafer Street, Suite A, Bismarck, ND, 58501

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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
December 2009
Settled
Other Business ActivitiesSells Insurance

Robin is involved in several outside business activities, including rental real estate through BHSSSW Group LLC, serving on the advisory board for Miller Holdings, selling fixed annuities, running RS Investment Group Inc. for office administration, and being a silent partner in WSS Investments. Robin dedicates minimal time to most of these activities, with a few hours per week spent on Miller Holdings and annuity sales.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 1999 - Present · 26 yrs 10 mos
Previous Registrations
Raymond James Financial Services
December 2007 - January 2009 · 1 yr 1 mo
John G. Kinnard and Company, IncorporatedBroker
April 1996 - July 1999 · 3 yrs 3 mos
Smith Barney INC.Broker
July 1993 - May 1996 · 2 yrs 10 mos
Lehman Brothers INC.Broker
April 1990 - July 1993 · 3 yrs 3 mos
Offerman & CO., INC.Broker
February 1989 - May 1990 · 1 yr 3 mos
Chubb Securities CorporationBroker
November 1988 - February 1989 · 3 mos
State Registrations45 states
AKARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.