Robert B. Wellendorf

EXECUTIVE WEALTH PARTNERS

Omaha, NE 68114

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CRD#: 2060101

Professional summary

Robert B Wellendorf II, CLU®, who also goes by Robert B II Wellendorf, is a registered financial advisor currently at EXECUTIVE WEALTH PARTNERS located in Omaha, Nebraska.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert B Ii Wellendorf

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) EXECUTIVE WEALTH STRATEGIES LLC - OWNER. 3/2020 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE A) PROVIDING CONSULTING AND GUIDANCE TO BUSINESS OWNERS AND THEIR FAMILIES, B) SPEAKING ENGAGEMENTS AND TRAINING, C) PROVIDING CONSULTING AND POLICY AUDITS FOR FIXED LIFE INSURANCE PRODUCTS AND D) INDEPENDENT INSURANCE AGENT. 9802 NICHOLAS ST, STE 375, OMAHA, NE. 15 HRS/WK, 8 HRS/WK DURING TRADING HOURS. 2) RBWII PROPERTIES, LLC - OWNER, 7/2015 TO PRESENT. NOT INVESTMENT RELATED. OWNER OF BUILDING USED FOR COMMERCIAL RENTAL PROPERTY. EXECUTIVE WEALTH PARTNERS OCCUPIES PART OF THE BUILDING. DUTIES INCLUDE:REVIEW FINANCIALS. 9802 NICHOLAS ST. SUITE 375 OMAHA, NE, USA, 68114. SPENDS 3 HOURS/YEAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert B Wellendorf II's CRS (Customer Relationship Summary).

Certified licenses

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

CLU^®

Chartered Life Underwriter

Experience

Current

March 29, 2019 - Present

EXECUTIVE WEALTH PARTNERS

Office #1: 9802 Nicholas St. Suite 375, Omaha, NE 68114

RIA

CRD#: 297608

Omaha, NE

Past

December 15, 2014 - May 29, 2019

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

OMAHA, NE

Past

December 11, 2014 - December 31, 2019

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

OMAHA, NE

Past

October 1, 2010 - December 12, 2014

FINANCIAL WEST GROUP

RIA

CRD#: 16668

OMAHA, NE

Past

September 28, 2010 - December 12, 2014

FINANCIAL WEST GROUP

CRD#: 16668

OMAHA, NE

Past

February 1, 2008 - September 13, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

OMAHA, NE

Past

January 25, 2008 - September 13, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

OMAHA, NE

Past

May 19, 2000 - January 31, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OMAHA, NE

Past

December 6, 1999 - January 31, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

OMAHA, NE

Past

May 22, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

May 22, 1990 - October 29, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(9/16/2019)

IAR

Nebraska
(3/29/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/9/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/21/1990

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/27/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 10/3/1995

Investment Company Products/Variable Contracts Principal Examination

Current Firm

EXECUTIVE WEALTH PARTNERS

EXECSO | FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC. | EXECUTIVE WEALTH PARTNERS

CRD#: 297608 / SEC#:

Iowa

Registered Investment Advisory firm - (9/16/2019 Approved)

Nebraska

Registered Investment Advisory firm - (8/24/2018 Approved)

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Contact information

Main Address

9802 Nicholas St. Suite 375, Omaha, NE 68114

Mailing Address

Phone number

(402) 991-1700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 15,597,610

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Robert B. Wellendorf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert B Wellendorf II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/1997

Series 63

Date: 5/21/1990

SIE

Date: 10/1/2018

Series 7

Date: 3/9/1998

Series 6

Date: 5/21/1990

Series 24

Date: 3/27/2000

Series 26

Date: 10/3/1995

Current Firm

EXECUTIVE WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EXECUTIVE WEALTH PARTNERS

TRUST BUT VERIFY

Contact information

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