Robert D. Anweiler

ANWEILER FINANCIAL MANAGEMENT

NEW HAVEN, IN 46774

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CRD#: 2233643

Professional summary

Robert Dale Anweiler JR, CFP®, who also goes by Robert D Anweiler, Robert Dole Anweiler Jr, is a registered financial advisor currently at ANWEILER FINANCIAL MANAGEMENT, LLC located in New Haven, Indiana.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert D Anweiler | Robert Dole Anweiler Jr

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.

I HAVE BECOME LICENSED WITH JACKSON NATIONAL LIFE TO SELL FIXED ANNUITIES. THIS AGREEMENT IS ISSUED TO ME AS AN INDIVIDUAL AGENT. DEUTCHLAND IMPORTS-OWNER-NON INVESTMENT RELATED IMPORT FIRM. MINIMUM HOURS THROUGHOUT THE YEAR. EXIGENT INC.-PRESIDENT-NON INVESTMENT RELATED MANUFACTURING FIRM. MINIMAL HOURS SPENT THROUGHOUT THE YEAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Dale Anweiler JR'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: 2004

Experience

Current

December 9, 1998 - Present

ANWEILER FINANCIAL MANAGEMENT, LLC

Office #1: 618 Professional Park, New Haven, IN 46774

RIA

CRD#: 122236

NEW HAVEN, IN

Past

August 20, 1993 - December 14, 1998

THE INVESTMENT CENTER, INC.

CRD#: 17839

BEDMINSTER, NJ

Past

May 21, 1992 - August 23, 1993

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

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

California
(7/20/2006)

IAR

Indiana
(12/9/1998)

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: 10/29/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/18/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/30/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/29/1994

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 9/17/1993

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ANWEILER FINANCIAL MANAGEMENT, LLC

CRD#: 122236 / SEC#:

California

Registered Investment Advisory firm - (7/20/2006 Approved)

Indiana

Registered Investment Advisory firm - (12/9/1998 Approved)

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Contact information

Main Address

618 Professional Park, New Haven, IN 46774

Mailing Address

Phone number

(260) 749-2170

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 35,766,189

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.

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Advisor Monitoring

Firm Stability Insights

Robert D. Anweiler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Dale Anweiler JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE INVESTMENT CENTER, INC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1998

Series 63

Date: 5/7/1992

Series 7

Date: 2/18/1994

Series 6

Date: 4/30/1992

Series 24

Date: 4/29/1994

Series 26

Date: 9/17/1993

Current Firm

ANWEILER FINANCIAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANWEILER FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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