RD
CFP
RD
CFP

Robert Darr

23 Years of Experience
Hermann, MO

Robert Darr is a CFP-designated registered investment advisor at Peoples Savings Wealth Management LLC, based in Hermann, MO, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 3 clients with $270K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$265K

Fee Structure

Minimum Investment:None

PSWM charges a fixed fee between $500 and $5,000 for creating a financial plan. The fee is negotiable.

One-Time Plan:$500 - $5,000
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Location

112 W. 5th Street, Hermann, MO, 65041

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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.

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Employment History
Current Registrations
Peoples Savings Wealth Management LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
July 2016 - February 2018 · 1 yr 7 mos
Cambridge Investment Research Advisors, INC.
July 2016 - February 2018 · 1 yr 7 mos
Vsr Advisory Services
August 2014 - July 2016 · 1 yr 11 mos
Vsr Financial Services, INC.Broker
March 2014 - July 2016 · 2 yrs 4 mos
Securities America, INC.Broker
October 2005 - March 2014 · 8 yrs 5 mos
Walnut Street Securities, INC.Broker
February 1996 - October 2005 · 9 yrs 8 mos
State Registrations1 state
MO
Advisor

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.