RB
CFP
RB
CFP

Robert Bedinghaus

10 Years of Experience
Lebanon, OH
Broker

Robert Bedinghaus is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lebanon, OH, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

990 Belvedere Drive, Suite B, Lebanon, OH, 45036

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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 plans to write a marketing book targeted at retirees and is the Owner/President of Bedinghaus Wealth Planning LLC, dedicating about half his time to financial management of client accounts. He is also a co-manager of Dutch Masters Investments LLC for passive private investments and a board member for Elizabeth's New Life Center.

Employment History
Current Registrations
Raymond James Financial Services, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Edward Jones
November 2015 - December 2022 · 7 yrs 1 mo
Edward JonesBroker
August 2015 - December 2022 · 7 yrs 4 mos
State Registrations14 states
CAFLGAINKYMINCNYOHOKPASCTNTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.