Robert E. Wacker
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 Eugene Wacker JR., CFP®, who also goes by Robert Eugene Wacker, Robert Wacker, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 2 firms and has passed the Series 2 exam.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 24, 2008 - January 11, 2024
WACKER WEALTH PARTNERS, LLC
October 26, 2006 - February 5, 2008
REW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 2
Date: 4/6/1990
Non-Member General Securities ExaminationCurrent Firm
WACKER WEALTH PARTNERS, LLC
CRD#: 145931 / SEC#: 801-68752
Contact information
Regulatory assets under management
| Total Number of Accounts | 723 |
| AUM (Assets Under Management) | $ 1,141,899,385 |
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.
