Robert D. Anweiler
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Dale Anweiler JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
December 9, 1998 - Present
ANWEILER FINANCIAL MANAGEMENT, LLC
Office #1: 618 Professional Park, New Haven, IN 46774August 20, 1993 - December 14, 1998
THE INVESTMENT CENTER, INC.
May 21, 1992 - August 23, 1993
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/20/2006)
(12/9/1998)
Exams
Current Firm
ANWEILER FINANCIAL MANAGEMENT, LLC
CRD#: 122236 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 51,299,798 |
Red Flags
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