Robert B Wellendorf Ii
CLU®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert B Ii Wellendorf
Similar Advisors
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
OSAIC WEALTH, INC.
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.
Similar Advisors
OSAIC WEALTH, INC.
Credentials
Years of Experience
36 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
Current Firm
EXECSO | FOUNDATIONS FINANCIAL GROUP EXECUTIVE SOLUTIONS, INC. | EXECUTIVE WEALTH PARTNERS
Contact Information
Main Address
9802 Nicholas St. Suite 375, Omaha, NE 68114Phone Number
(402) 991-1700# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
25AUM (Assets Under Management)
$18,302,406Similar Advisors
OSAIC WEALTH, INC.
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.
Similar Advisors
OSAIC WEALTH, INC.
State Registrations and Notice Filings
(9/16/2019)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1990About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 1995About the Series 26 examSimilar Advisors
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Robert B Wellendorf II's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
