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Robert B. Wilber

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CRD#: 1317989
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Brian Wilber, CFP® was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1985. Robert had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)INSURANCE SALES THROUGH AMERICAN MONEY MANAGEMENT. ROBERT B WILBER,YES, 14703 ALLEN RD SOUTHGATE MI 48195,LIFE INSURANCE SALES, STATE LICENSED SALESMEN,STATED MAY 1, 1990; 5HOURS MO. DURING SEC TRADE HOURS, DUTIES TAKE INS APPLICATION. RECEIVES COMMISSIONS. 2)PROPERTY MGMT; ROBERT WILBER NO, 14703 ALLEN RD SOUTHGATE 48195; PHONE: 734-560-5001 EMAIL: BOBW@WOWWAY.COM; RENT REAL ESTATE; OWNER; STARTED MAY 15, 1987,20 HRS MO; 1 HRS TRADING; PAY BILLS-ORDER MAINTANCE-BANK-COLLECT RENT- ADVERTISE; NOT INVESTMENT RELATED 3)FINANCIAL PLANNING & 4)ESTATE PLANNING; AMERICAN MONEY MANAGEMENT INC; YES, 14703 ALLEN RD SGATE MI 48195; CEO; STARTED MAR 1,2002; 60 HR MO; 30HR DURING TRADEING; PREP FINAN PLANS & WORK WITH ATTORNEYS ON REVOC LIVING TRUSTS

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2001

Experience

Past

January 2, 2015 - December 31, 2022

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Hawks, MI
Past

October 15, 2010 - December 31, 2022

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Hawks, MI
Past

October 14, 2010 - December 31, 2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
KENTWOOD, MI
Past

February 3, 2010 - October 18, 2010

OSAIC SERVICES, INC.

RIA
CRD#: 133763
SOUTHGATE, MI
Past

October 31, 2005 - October 18, 2010

OSAIC SERVICES, INC.

BD
CRD#: 133763
SOUTHGATE, MI
Past

October 2, 1995 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 22, 1985 - September 12, 1995

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

January 11, 1985 - February 21, 1985

PFS INVESTMENTS INC.

BD
CRD#: 10111

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/7/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/26/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/9/1985
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/7/1987
General Securities Principal Examination

Current Firm

RF
REGULUS FINANCIAL GROUP, LLC
REGULUS ADVISORS, LLC | REGULUS, LLC | REGULUS FINANCIAL GROUP, LLC

CRD#: 150631 / SEC#: , 8-68275

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
2687 44th Street, Se, Suite 101, Kentwood, MI 49512
Mailing Address
2687 44th Street, Se, Suite 101, Kentwood, MI 49512
Phone number
(616) 224-2204
Established
Michigan since 12/28/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
REGAL HOLDINGS OF AMERICA, LLCMEMBER
CARLSON, DONALD NATE MR.PRESIDENT2903454
LUTTRULL, KELLEYFINANCIAL OPERATIONS PRINCIPAL / CHIEF FINANCIAL OFFICER7363208
VEENSTRA, JILL ANNECHIEF COMPLIANCE OFFICER/AMLCO3222590

Disclosures

Regulatory Event5

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

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