Robert Wall
Robert Wall is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in North Newton, KS, with 21 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3179 N Main Street, Suite 1B, North Newton, KS, 67117
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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 full-time as a financial consultant for Everence, providing investment, financial planning, insurance (med-supp, fixed annuities, life insurance, long-term care insurance), and charitable planning services. He also holds power of attorney for his sibling, dedicating minimal time to managing her financial matters while she is overseas.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Everence Trust Company
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations27 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
More Advisors
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