Robert Hellman
Robert Hellman is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Waukesha, WI, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
W233 N2080 Ridgeview Pkw, Suite 202, Waukesha, WI, 53188
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Robert is involved with St. Joseph Church's Finance and Pastoral Councils, dedicating minimal time to each. He also co-owns a rental property with his wife, spending a few hours per week managing it.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. C. Ziegler and Company
B. C. Ziegler and CompanyBroker
Olde Discount CorporationBroker
State Registrations12 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.