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Robert Hess

1 Year of Experience
Fond Du Lac, WI
Broker

Robert Hess is a registered investment advisor at Cetera Investment Advisers LLC, based in Fond Du Lac, WI, with 1 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

37 North Pioneer Rd, Fond Du Lac, WI, 54935

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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 works as a financial professional for Vesta, dedicating full-time hours to financial services. He also works for Huberty & Associates S.C., a public accounting firm, spending about 10-20% of his time on tax and accounting services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Cetera Financial Specialists LLCBroker
January 2025 - Present · 1 yr 8 mos
State Registrations5 states
FLILMINCWI
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.