Robert Mathers is a PFS-designated registered investment advisor, based in Menomonee Falls, WI, with 27 years of industry experience.
Location
W137 N6164 Weyer Farm Court, Menomonee Falls, WI, 53051
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works for Quarles & Brady LLP providing legal and tax services, dedicating about a quarter of his time. He also owns Robert A. Mathers Insurance Proprietorship, but expects to spend minimal time on it, and is a member of Private Wealth Advisers, LLC. Finally, Robert is a board member of Collier County Community Foundation, spending minimal time per month.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Cg Brokerage L.L.C.Broker
Cap Pro Brokerage Services, INC.Broker
Clifton Gunderson Wealth Management
State Registrations6 states
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