Robert Bagby is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
14767 North Outer 40 Rd, Fl 2, Chesterfield, MO, 63017
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Regulatory History
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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Robert owns 100% of For You, LLC, an RV rental and storage business, since 2021. He also serves as a trust protector for two of his father's trusts, dedicating minimal time to these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Firstar Investment Services,inc.Broker
Mercantile Investment Services, INC.Broker
Corelink Financial, INC.Broker
State Registrations42 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.
Exams
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