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Robert F Redwanc

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M

Fee Structure

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Location

20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255

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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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Other Business Activities

Robert is a Member, Owner, and Vice President of True Financial Wealth Management Firm, LLC since 2006. He devotes minimal time to this entity, which is primarily for management purposes.

Employment History
Current Registrations
Wt Wealth Management, LLC
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
True Financial Wealth Management Firm LLC
March 2013 - November 2020 · 7 yrs 8 mos
Financial Advisers of America, LLC
January 2008 - April 2013 · 5 yrs 3 mos
Girard Securities, INC.
March 2005 - January 2008 · 2 yrs 10 mos
State Registrations10 states
AZCACOFLGAIDNCNVORWA
Advisor
Exams
No exam information available for this advisor.