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RH
CFP · ChFC
RH
CFP · ChFC

Robert Halterman

Edward Jones
23 Years of Experience
St Charles, MO
Broker
View SEC Summary
View SEC Summary

Robert Halterman is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in St Charles, MO, with 23 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1551 Wall St Suite 160, St Charles, MO, 63303

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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 an elder at Zion Lutheran Church and School, voting on church policy. He also works as a statistician for Francis Howell Central, keeping stats for boys basketball.

Employment History
Current Registrations
Edward Jones
December 2012 - Present · 13 yrs 10 mos
Edward JonesBroker
October 2012 - Present · 14 yrs
Previous Registrations
Edward JonesBroker
October 2012 - October 2012 · 0 mos
Metlife Securities INC.
May 2009 - July 2012 · 3 yrs 2 mos
Metlife Securities INC.Broker
November 2005 - July 2012 · 6 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - July 2007 · 1 yr 8 mos
Metlife Investors Distribution CompanyBroker
December 2004 - November 2005 · 11 mos
Metlife Investors Distribution CompanyBroker
April 2004 - December 2004 · 8 mos
Woodbury Financial Services, INC.Broker
July 2001 - April 2002 · 9 mos
State Registrations24 states
ARAZCACOFLIDILINKSKYLAMAMDMIMONCNYOKSCTNTXUTWAWI
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.
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