RM
RM

Robert Mauer

7 Years of Experience
Plymouth, MN
Broker

Robert Mauer is a registered investment advisor, based in Plymouth, MN, with 7 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert operates under the DBA Napa Valley Wealth Management for his LPL business since 2018. He also provides administrative support to Wealth Enhancement Advisory Services and Wealth Enhancement Group, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Wealth Enhancement Advisory Services, LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Napa Valley Wealth Management
February 2022 - June 2022 · 4 mos
Napa Valley Wealth Management
December 2018 - December 2021 · 3 yrs
LPL Financial LLCBroker
July 2018 - June 2025 · 6 yrs 11 mos
State Registrations1 state
CA
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.