Robert Stanlick
Robert Stanlick is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2153 Chuckwagon Rd, Suite 202, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History (7)
Customer Dispute
March 2021Customer Dispute
March 2020Financial
April 2019Financial
March 2019Financial
March 2019Employment Separation After Allegations
April 2003Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Robert operates several DBAs for his LPL business, including Rocky Mountain Wealth Partners, Western Wealth Advisors, LLC, Western Wealth, and RS Wealth Strategies. He also works as a notary, sells non-variable insurance, and is an event speaker for Right to Bear, dedicating minimal time to the insurance and speaking roles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Presidential Brokerage, INC.
Presidential Brokerage, INC.Broker
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Allmerica Investments, INC.Broker
CUNA Brokerage Services, INC.Broker
New England SecuritiesBroker
State Registrations14 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.