Robert F. Behan

MEEDER ADVISORY SERVICES

Dublin, OH 43017

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CRD#: 2319359

Professional summary

Robert Francis Behan is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 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 Robert Francis Behan's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 10, 2026 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017

RIA

CRD#: 106814

Dublin, OH

Current

April 10, 2026 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017

CRD#: 36773

Dublin, OH

Past

March 13, 2007 - December 13, 2024

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

Chicago, IL

Past

August 13, 2003 - June 7, 2007

CITIZENS ADVISERS, INC.

RIA

CRD#: 107427

PORTSMOUTH, NH

Past

July 22, 2003 - February 22, 2007

FORESIDE ASSOCIATES, LLC

CRD#: 13494

PORTSMOUTH, NH

Past

July 9, 2002 - June 23, 2003

STRONG CAPITAL MANAGEMENT INC

RIA

CRD#: 106638

MENOMONEE FALLS, WI

Past

March 7, 2000 - June 23, 2003

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

Past

February 2, 1999 - January 18, 2000

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

CRD#: 40596

HARTFORD, CT

Past

August 5, 1994 - February 27, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

September 29, 1993 - July 20, 1994

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/10/2026)

Alaska
(4/13/2026)

Arkansas
(4/16/2026)

California
(4/15/2026)

Colorado
(4/10/2026)

Connecticut
(4/10/2026)

Delaware
(4/16/2026)

District of Columbia
(4/10/2026)

Florida
(4/10/2026)

Georgia
(4/16/2026)

Hawaii
(4/16/2026)

Idaho
(4/15/2026)

Illinois
(4/10/2026)

Indiana
(4/16/2026)

Iowa
(4/10/2026)

Kansas
(4/10/2026)

Kentucky
(4/10/2026)

Louisiana
(4/15/2026)

Maine
(4/16/2026)

Massachusetts
(4/13/2026)

Michigan
(4/10/2026)

Minnesota
(4/10/2026)

Mississippi
(4/10/2026)

Missouri
(4/13/2026)

Montana
(4/10/2026)

Nebraska
(4/10/2026)

Nevada
(4/13/2026)

New Hampshire
(4/14/2026)

New Jersey
(4/10/2026)

New Mexico
(4/16/2026)

North Carolina
(4/14/2026)

Ohio
(4/10/2026)

IAR

Ohio
(4/10/2026)

Oklahoma
(4/10/2026)

Oregon
(4/16/2026)

Pennsylvania
(4/13/2026)

Rhode Island
(4/13/2026)

South Carolina
(4/10/2026)

South Dakota
(4/10/2026)

Tennessee
(4/16/2026)

Texas
(4/10/2026)

Utah
(4/10/2026)

Vermont
(4/16/2026)

Virgin Islands
(4/16/2026)

Washington
(4/10/2026)

West Virginia
(4/13/2026)

Wisconsin
(4/10/2026)

Wyoming
(4/15/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/23/1994

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: 8/23/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/28/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/21/2023

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA

Registered Investment Advisory firm - (10/23/1991 Approved)

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Contact information

Main Address

6125 Memorial Dr, Dublin, OH 43017

Mailing Address

P. O. Box 7177, Dublin, OH 43017

Phone number

(866) 633-3371

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	3,800
AUM (Assets Under Management)	$ 2,088,369,039

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 F. Behan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Behan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEEDER ADVISORY SERVICES, INC.

MEEDER DISTRIBUTION SERVICES, INC.

CALAMOS FINANCIAL SERVICES LLC

CITIZENS ADVISERS, INC.

FORESIDE ASSOCIATES, LLC

STRONG CAPITAL MANAGEMENT INC

STRONG INVESTMENTS, INC.

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

MEEDER ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/23/1994

SIE

Date: 10/1/2018

Series 7

Date: 8/23/1994

Series 6

Date: 9/28/1993

Series 24

Date: 10/21/2023

FINRA

Current Firm

MEEDER ADVISORY SERVICES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEEDER ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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