RF
RF

Robert Farmer

17 Years of Experience
Fort Collins, CO
BrokerSells Insurance

Robert Farmer is a registered investment advisor at Wells Fargo Advisors, based in Fort Collins, CO, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3500 John F Kennedy Parkway, Suite 300, Fort Collins, CO, 80525

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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 ActivitiesSells Insurance

Robert owns RL Farmer Wealth Strategies LLC, dedicating full-time hours to it. He is also a financial professor at Southern New Hampshire University and an author of a book on retirement. Robert is also an exclusive insurance broker, dedicating minimal time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
October 2019 - May 2024 · 4 yrs 7 mos
LPL Financial LLC
October 2019 - May 2024 · 4 yrs 7 mos
Presidential Brokerage, INC.
July 2014 - October 2019 · 5 yrs 3 mos
Presidential Brokerage, INC.Broker
June 2014 - October 2019 · 5 yrs 4 mos
Allstate Financial Services, LLCBroker
August 2013 - October 2013 · 2 mos
Key Investment Services LLCBroker
November 2010 - June 2013 · 2 yrs 7 mos
AXA Advisors, LLC
March 2009 - June 2010 · 1 yr 3 mos
AXA Advisors, LLCBroker
March 2009 - June 2010 · 1 yr 3 mos
Woodbury Financial Services, INC.
May 2008 - March 2009 · 10 mos
Woodbury Financial Services, INC.Broker
May 2008 - March 2009 · 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2007 - April 2008 · 7 mos
National Planning CorporationBroker
February 2007 - April 2008 · 1 yr 2 mos
State Registrations27 states
ALARAZCACOCTFLINKSMAMIMNMOMTNCNENMNVOHOKSDTXUTVAWAWIWY
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.
Robert Farmer - Financial Advisor | TrueAdvisor