Robert Krenz
Robert Krenz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Akron, OH, with 36 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
Firm Size
IM Fee
Assets Under Management
Location
350 Springside Drive, Suite 101, Akron, OH, 44333
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2003Other Business Activities
Robert is a financial advisor and managing partner at Momentum Wealth Partners LLC, dedicating about half of his time. He is also a financial advisor at RWK Capital LLC, dedicating about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.Broker
Mcdonald Investments INC.
Key Investments INC.Broker
Society Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
F.D. Roberts Securities, INC.Broker
State Registrations32 states
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.