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Robert Vansandt

27 Years of Experience
Lee Summit, MO
1 DisclosureBrokerSells Insurance

Robert Vansandt is a registered investment advisor at Cetera Investment Advisers LLC, based in Lee Summit, MO, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3170 NE Carnegie Drive Ste 300, Lee Summit, MO, 64064

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History

Regulatory History (1)
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Judgment / Lien
October 2010
Other Business ActivitiesSells Insurance

Robert is a CPA and owner at Vansandt and Associates PC, where he provides accounting and tax services and fixed insurance sales, dedicating about a quarter of his time. He also owns Vansandt Financial Services, LLC, spending a few hours per week as a financial advisor.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
September 2005 - March 2024 · 18 yrs 6 mos
Vestax Securities CorporationBroker
March 1999 - January 2004 · 4 yrs 10 mos
Walnut Street Securities, INC.Broker
November 1998 - March 1999 · 4 mos
State Registrations4 states
AZKSMONE
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.