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Robert W. Foland

CRD#: 1768232
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RF
Robert Wayne Foland

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 Wayne Foland, CFP®, who also goes by Bob Foland, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Estate Planning
Insurance Planning
Long-term Care
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
No

Aliases

Bob Foland

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.
The advisor shows no other business activity.

Blog Corner

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: 1992

Experience

Past

November 20, 2013 - September 12, 2024

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

RIA
CRD#: 169045
CENTENNIAL, CO
Past

November 19, 2013 - October 2, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
CENTENNIAL, CO
Past

July 29, 2009 - November 21, 2013

HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

RIA
CRD#: 149564
CENTENNIAL, CO
Past

July 27, 2009 - November 20, 2013

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
CENTENNIAL, CO
Past

October 31, 2005 - July 29, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
CENTENNIAL, CO
Past

November 21, 2000 - July 29, 2009

HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

RIA
CRD#: 107773
ENGLEWOOD, CO
Past

November 2, 2000 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 31, 1997 - November 8, 2000

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

November 25, 1987 - August 5, 1997

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 25, 1987 - August 5, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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: 12/22/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/24/1992
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: 11/21/1987
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 4/4/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/14/1994
General Securities Principal Examination

Current Firm

HG
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
AMERICAN FINANCIAL SERVICES | TAX AND INVESTMENT ADVOCATES | STREFF FINANCIAL GROUP | RUSSO FINANCIAL MANAGEMENT | RIDLEY WEALTH STRATEGIES | NICKELS WEALTH MANAGEMENT | MONEY AND MINDFULNESS | MASSEY FINANCIAL SERVICES, LLC DBA MASSEY FINANCIAL SERVICES | LUNCEFORD PRIVATE WEALTH MANAGEMENT | L.H. NICKELS WEALTH MANAGEMENT | KIDWELL & COMPANY, INC | KAVE FAMILY FINANCIAL | KAVE FAMILY INSURANCE | IRA SPECIALISTS | HOUSEHOLDER GROUP OF TEXAS | HOUSEHOLDER GROUP OF ORANGE COUNTY | HOUSEHOLDER GROUP OF NEW MEXICO | HOUSEHOLDER GROUP OF DENVER | HOUSEHOLDER GROUP OF COLORADO SPRINGS | HOUSEHOLDER GROUP FINANCIAL ADVISORS | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | HOUSEHOLDER GROUP DFW | HOUSEHOLDER GROUP COACHELLA VALLEY | HOUSEHOLDER GROUP ANTELOPE VALLEY | HOUSEHOLDER FINANCIAL ADVISORS LLC | HILL FINANCIAL PLANNING | HERITAGE WEALTH MANAGEMENT | CICHON FINANCIAL SERVICES

CRD#: 169045 / SEC#: 801-78565

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Contact information

Main Address
8985 E. Bell Road, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 604-0600
Established
Firm type
Fiscal year end
# of Employees
25

Documents

Latest Form ADV

Part 2 Brochures

Regulatory assets under management

Total Number of Accounts1,804
AUM (Assets Under Management)$ 277,447,180

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

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

CRD#: 169045

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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