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Robert Lawton

18 Years of Experience
Hales Corners, WI

Robert Lawton is a registered investment advisor at Lawton Retirement Plan Consultants, LLC, based in Hales Corners, WI, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$38.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Hourly Rate:Up to $300/hr
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Location

Hales Corners, WI

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Lawton Retirement Plan Consultants, LLC
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Citigroup Global Markets INC.
July 2007 - June 2009 · 1 yr 11 mos
State Registrations1 state
WI
Advisor

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.