Robert Eugene Wacker Jr.
CFP®Professional Summary
Robert Eugene Wacker JR., CFP®, who also goes by Robert Eugene Wacker, Robert Wacker, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2006 - 2024. Robert had worked at 2 firms and has passed the Series 2 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Mr. Wacker founded R. E. WACKER ASSOCIATES in 1987 to provide high level personal and financial investment advisory services on a cost effective Fee-Only basis. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Mr. Wacker is a graduate of Arizona State University and of the College for Financial Planning. He has been in business for over 30 years as a manager
- CEO
- and consultant to others.Mr. Wacker has long been active in the national financial planning community
- having served on the Board of Directors of NAPFA from 1992-1995. He was the national President of NAPFA in 1993/94 and Chairman of the Board in 1994/95. Mr. Wacker served on the Board of Governors of the CERTIFIED FINANCIAL PLANNER™ Board of Standards (CFP Board)
- the professional regulatory organization for over 30
- 000 CFP`s internationally
- from 1996-1999
- where he chaired both the Certification Committee and the Board of Appeals and served on the Executive Committee.
Biography
R. E. WACKER ASSOCIATES, INC., located in beautiful San Luis Obispo, California, provides comprehensive wealth management, financial and investment planning, and investment management services – on a strictly Fee-Only basis – to individuals, families, and fiduciaries (trusts, foundations, and estates)
Other Aliases
Robert Eugene Wacker, Robert Wacker
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
R. E. WACKER ASSOCIATES, INC. | WACKER WEALTH PARTNERS, LLC | REW ALT-MGMT., LLC (RELYING ADVISER) | R.E. WACKER ASSOCIATES, LLC | R. E. WACKER WEALTH PARTNERS, LLC
Contact Information
Main Address
892 Aerovista Place Suite 220, San Luis Obispo, CA 93401Phone Number
(805) 541-1308# of Employees
22Regulatory Assets Under Management
Total Number of Accounts
723AUM (Assets Under Management)
$1,141,899,385Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Apr 1990Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Robert
- Mr. Wacker founded R. E. WACKER ASSOCIATES in 1987 to provide high level personal and financial investment advisory services on a cost effective Fee-Only basis. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. Mr. Wacker is a graduate of Arizona State University and of the College for Financial Planning. He has been in business for over 30 years as a manager
- CEO
- and consultant to others.Mr. Wacker has long been active in the national financial planning community
- having served on the Board of Directors of NAPFA from 1992-1995. He was the national President of NAPFA in 1993/94 and Chairman of the Board in 1994/95. Mr. Wacker served on the Board of Governors of the CERTIFIED FINANCIAL PLANNER™ Board of Standards (CFP Board)
- the professional regulatory organization for over 30
- 000 CFP`s internationally
- from 1996-1999
- where he chaired both the Certification Committee and the Board of Appeals and served on the Executive Committee.
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