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Robert Findeiss

12 Years of Experience
St Louis, MO
BrokerSells Insurance

Robert Findeiss is a registered investment advisor, based in St Louis, MO, with 12 years of industry experience.

Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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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 is an agent/broker for Co-Op Insurance and R.F. Brokerage, focusing on fixed insurance sales, dedicating minimal time to each. He also owns rental property and is a board member/partial owner of Oak Meadow Country Club, spending minimal time on these activities as well.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
December 2013 - August 2023 · 9 yrs 8 mos
Securian Financial Services, INC.Broker
August 2013 - August 2023 · 10 yrs
State Registrations21 states
AZCACOFLGAIAILKSKYMDMONCNENJNVOHORSCTXUTWA
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 Findeiss - Financial Advisor | TrueAdvisor