RB
Robert J. Binkele
DST WEALTH MANAGEMENT LLC
INDIAN WELLS, CA 92210
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CRD#: 2393598
RB
Professional summary
Robert Joseph Binkele is a registered financial advisor currently at DST WEALTH MANAGEMENT LLC located in Indian Wells, California and ASHTON STEWART & CO., INC. located in Miami, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 10 firms and has passed the Series 63, SIE, Series 7 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.
DST WEALTH MANAGEMENT, INVESTMENT RELATED; CALIFORNIA; START DATE: 08/2019; PRESIDENT AND INVESTMENT ADVISOR REPRESENTATIVE; REGISTERED INVESTMENT ADVISOR PROVIDING INVESTMENT ADVICE TO CLIENTS. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, WILL SELL A NON-EXLUSIVE MARKETING SUB-LICENSE TO UNAFFILIATED THIRD PARTY BUYER CRAIG SZABO AND HIS AFFILIATED COMPANY, DST ADVISORS INC. THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICE IN CONNECTION WITH THE DEFERRED SALES TRUST PROGARM AND SYSTEM, DEVOTED TIME IS 1 HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 INDIAN WELLS DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, WILL SELL A NON-EXLUSIVE MARKETING SUB-LICENSE TO UNAFFILIATED THIRD PARTY BUYER RYAN O'CONNELL AND HIS AFFILIATED COMPANY, NORTHWEST DST MANAGEMENT GROUP, LLC, THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICES IN CONNECTION WITH THE DEFERRED SALES TRUST (TM) PROGRAM AND SYSTEM, PRESIDENT/CEO, SINCE 5/9/2018, DEVOTED TIME IS ONE HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 INDIAN WELLS DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, WILL SELL A NON-EXLUSIVE MARKETING SUB-LICENSE TO UNAFFILIATED THIRD PARTY BUYER KENT LEFEVRE AND HIS AFFILIATED COMPANY, GUARDIAN DST SERVICES, LLC, THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICES IN CONNECTION WITH THE DEFERRED SALES TRUST (TM) PROGRAM AND SYSTEM, PRESIDENT/CEO, SINCE 10/1/2018, DEVOTED TIME IS ONE HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, ROBERT BINKELE, AS OWNER AND CEO OF ESTATE PLANNING TEAM, WILL SELL A NON-EXCLUSIVE MARKETING SUBLICENSE TO UNAFFILIATED THIRD PARTY BUYER GREGORY REESE AND HIS AFFILIATED COMPANY, REEFPOINT, LLC, THE SUB-LICENSE PERMITS BUYER TO PERFORM TRUSTEE AND/OR OTHER MARKETING RELATED SERVICE IN CONNECTION WITH THE DEFERRED SALES TRUST (TM) PROGRAM AND SYSTEM, PRESIDENT/CEO, SINCE 1/9/2018, DEVOTED TIME IS ONE HOUR A MONTH. ESTATE PLANNING TEAM, NON-INVESTMENT REALTED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, PROVIDES ADMINISTRATIVE, MARKETING AND SUPPORT SERVICES TO ASSIST ITS MEMBERS IN REFERRING CLIENTS FOR VARIOUS TYPES OF ESTATE AND TAX PLANNING PROGRAMS FOR THEIR CLIENTS, FOUNDER/CEO, SINCE 01/2003, DEVOTED TIME IS 150 HOURS A MONTH. GENERAL AGENT, INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, SELL FIXED ANNUITIES AND LIFE PRODUCTS, AGENT, SINCE 10/08/2002, DEVTOED TIME IS 25 HRS A MONTH. TELIBRICK HOSPITALITY NETWORK, NON-INVESTMENT RELATED, 9120 DOUBLE DIAMOND PKWY., SUITE #1631, RENO, NV 89521, WHOLLY OWNS STOCKS OF ESTATE PLANNING TEAM, PRESIDENT, SINCE 2000, NO DUTIES. Principal and CFO, B & N Mining, Inc, Investment related 45110 Club Drive Suite B, Indian Wells, CA 92210, 10/01/2021 Devoted 8 hours a month. 0 hours during trading hours. ROBERT BINKELE IS MANAGER OF EDGECO, LLC, INVESTMENT RELATED; WYOMING; APPROX10 HRS/MO; RAISE MONEY TO REIMBURSE A LOAN FOR MEMBER DZS INC. MR. BINKELE AND HIS AFFILIATE ENTITY OWNERS UNDER 5% OF DZS INC. B&N Mining Inc, not investment related, 10 hrs a week, no compensation, manager. Telibrick Hospitality Networks, Inc, President, no compensation, non investment related, 10 hrs a week.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Binkele'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®
NoneExperience
Current
September 3, 2019 - Present
DST WEALTH MANAGEMENT LLC
Office #1: 45110 Club Drive Suite B, Indian Wells, CA 92210RIA
CRD#: 302110
INDIAN WELLS, CA
Current
March 3, 2025 - Present
ASHTON STEWART & CO., INC.
Office #1: 1395 Brickell Ave Suite 800, Miami, FL 33131BD
CRD#: 112386
Miami, FL
Past
June 22, 2021 - March 16, 2023
HB SECURITIES, LLC
BD
CRD#: 140356
NEWPORT BEACH, CA
Past
October 30, 2015 - August 30, 2019
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
INDIAN WELLS, CA
Past
October 30, 2015 - August 30, 2019
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
INDIAN WELLS, CA
Past
July 11, 2007 - October 30, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 124446
INDIAN WELLS, CA
Past
July 3, 2007 - October 30, 2015
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
INDIAN WELLS, CA
Past
January 22, 2003 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION
RIA
CRD#: 14667
PALM DESERT, CA
Past
January 15, 2003 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
PALM DESERT, CA
Past
August 3, 2001 - December 31, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
PALM DESERT, CA
Past
February 17, 1998 - December 31, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
December 23, 1996 - December 23, 1997
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
Past
December 15, 1994 - January 3, 1997
ASH FINANCIAL CORP.
BD
CRD#: 24990
GREAT NECK, NY
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".
DW
DST WEALTH MANAGEMENT LLC
DANNAH INVESTMENT GROUP, LLC | WILLIAM CHRISTIAN GABRIELSEN, PRODUCER'S PROSPECTS | JOHN BALMER DST WEALTH MANAGEMENT LLC, INVESTMENT ADVISOR | DST WEALTH MANAGEMENT LLC
CRD#: 302110 / SEC#: 801-118242
RIA
Registered Investment Advisory firm - (3/16/2020 Approved)Arizona
Registered Investment Advisory firm - (4/30/2020 Terminated)Arkansas
Registered Investment Advisory firm - (4/30/2020 Terminated)California
Registered Investment Advisory firm - (5/30/2020 Terminated)Florida
Registered Investment Advisory firm - (4/30/2020 Terminated)Georgia
Registered Investment Advisory firm - (5/1/2020 Terminated)Idaho
Registered Investment Advisory firm - (4/30/2020 Terminated)Iowa
Registered Investment Advisory firm - (5/1/2020 Terminated)Oklahoma
Registered Investment Advisory firm - (4/30/2020 Terminated)South Dakota
Registered Investment Advisory firm - (4/30/2020 Terminated)Texas
Registered Investment Advisory firm - (4/30/2020 Terminated)Washington
Registered Investment Advisory firm - (4/30/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (4/30/2020 Terminated)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.RR
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
IAR
California(9/3/2019)
RR
California(4/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DST WEALTH MANAGEMENT LLC
DANNAH INVESTMENT GROUP, LLC | WILLIAM CHRISTIAN GABRIELSEN, PRODUCER'S PROSPECTS | JOHN BALMER DST WEALTH MANAGEMENT LLC, INVESTMENT ADVISOR | DST WEALTH MANAGEMENT LLC
CRD#: 302110 / SEC#: 801-118242
RIA
Registered Investment Advisory firm - (3/16/2020 Approved)Arizona
Registered Investment Advisory firm - (4/30/2020 Terminated)Arkansas
Registered Investment Advisory firm - (4/30/2020 Terminated)California
Registered Investment Advisory firm - (5/30/2020 Terminated)Florida
Registered Investment Advisory firm - (4/30/2020 Terminated)Georgia
Registered Investment Advisory firm - (5/1/2020 Terminated)Idaho
Registered Investment Advisory firm - (4/30/2020 Terminated)Iowa
Registered Investment Advisory firm - (5/1/2020 Terminated)Oklahoma
Registered Investment Advisory firm - (4/30/2020 Terminated)South Dakota
Registered Investment Advisory firm - (4/30/2020 Terminated)Texas
Registered Investment Advisory firm - (4/30/2020 Terminated)Washington
Registered Investment Advisory firm - (4/30/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (4/30/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
45110 Club Drive Suite B, Indian Wells, CA 92210
Mailing Address
Phone number
(760) 340-1448
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,095 |
| AUM (Assets Under Management) | $ 446,886,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DST WEALTH MANAGEMENT LLC
CRD#: 302110Indian Wells, CA 92210TRUST BUT VERIFY
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