RS
CFP
RS
CFP

Robert Starzl

29 Years of Experience
Gadsden, AL
Broker

Robert Starzl is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Gadsden, AL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

110 Bay Street, Gadsden, AL, 35901

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Robert has a 50% ownership stake in Simmons & Starzl Wealth Management LLC, dedicating full-time hours to it. He also has a 50% ownership in Baystreet Management LLC, spending minimal time on practice building, and is a co-trustee for Simmons & Starzl Wealth 401k, spending minimal time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2021 - Present · 4 yrs 10 mos
Wells Fargo Advisors
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2008 - September 2021 · 12 yrs 10 mos
Wells Fargo Clearing Services, LLC
November 2008 - September 2021 · 12 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2000 - November 2008 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - November 2008 · 8 yrs 5 mos
Salomon Smith Barney INC.Broker
July 1996 - May 2000 · 3 yrs 10 mos
State Registrations21 states
ALAZCACOCTFLGAILINMAMENCNJNYPASCTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Robert Starzl - Financial Advisor | TrueAdvisor