Paul R. Streiber

PRS WEALTH MANAGEMENT

Coppell, TX

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CRD#: 2108422

Professional summary

Paul Roos Streiber, CFP® is a registered financial advisor currently at PRS WEALTH MANAGEMENT located in Coppell, Texas.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Paul has worked at 3 firms and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Paul Roos Streiber'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

July 17, 2018 - Present

PRS WEALTH MANAGEMENT

RIA

CRD#: 296319

Coppell, TX

Past

April 22, 2015 - October 14, 2016

GENERATIONAL WEALTH ADVISORS

RIA

CRD#: 135145

COPPELL, TX

Past

August 31, 2010 - September 20, 2018

HERITAGE FINANCIAL PLANNING

RIA

CRD#: 131525

DALLAS, TX

Past

August 26, 2009 - August 27, 2010

GENERATIONAL WEALTH ADVISORS

RIA

CRD#: 135145

PLANO, TX

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

Texas
(7/17/2018)

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: 8/25/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/17/2009

Uniform Combined State Law Examination

Current Firm

PRS WEALTH MANAGEMENT

PRS WEALTH MANAGEMENT | WEALTH PLANNING ADVISERS | ROOS BROS. LLC

CRD#: 296319 / SEC#:

Texas

Registered Investment Advisory firm - (7/17/2018 Approved)

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Contact information

Main Address

Coppell, TX

Mailing Address

Phone number

(214) 206-1700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	154
AUM (Assets Under Management)	$ 57,724,702

Red Flags

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

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Paul R. Streiber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Roos Streiber's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRS WEALTH MANAGEMENT

GENERATIONAL WEALTH ADVISORS

HERITAGE FINANCIAL PLANNING

GENERATIONAL WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2009

Series 66

Date: 2/17/2009

Current Firm

PRS WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PRS WEALTH MANAGEMENT

TRUST BUT VERIFY

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