AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RB

Robert Joseph Binkele

DST WEALTH MANAGEMENT
INDIAN WELLS, CA
·CRD# 2393598·32 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
View profile
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

DST WEALTH MANAGEMENT LLC·CRD# 302110
RIA
45110 Club Drive Suite B, Indian Wells, CA 92210
September 3, 2019 - Present
ASHTON STEWART & CO., INC.·CRD# 112386
BD
1395 Brickell Ave Suite 800, Miami, FL 33131
March 3, 2025 - Present
HB SECURITIES, LLC·CRD# 140356
BD
Newport Beach, CA
June 22, 2021 - March 16, 2023
CENTAURUS FINANCIAL, INC.·CRD# 30833
RIA
Indian Wells, CA
October 30, 2015 - August 30, 2019
CENTAURUS FINANCIAL, INC.·CRD# 30833
BD
Indian Wells, CA
October 30, 2015 - August 30, 2019
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·CRD# 124446
RIA
Indian Wells, CA
July 11, 2007 - October 30, 2015
J.P. TURNER & COMPANY, L.L.C.·CRD# 43177
BD
Indian Wells, CA
July 3, 2007 - October 30, 2015
BROOKSTREET SECURITIES CORPORATION·CRD# 14667
RIA
Palm Desert, CA
January 22, 2003 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION·CRD# 14667
BD
Palm Desert, CA
January 15, 2003 - July 12, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
RIA
Palm Desert, CA
August 3, 2001 - December 31, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
February 17, 1998 - December 31, 2002
SPELMAN & CO., INC.·CRD# 10232
BD
Phoenix, AZ
December 23, 1996 - December 23, 1997
ASH FINANCIAL CORP.·CRD# 24990
BD
Great Neck, NY
December 15, 1994 - January 3, 1997

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

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 - SEC (3/16/2020 Approved)
Arizona
Registered Investment Advisory firm - Arizona (4/30/2020 Terminated)
Arkansas
Registered Investment Advisory firm - Arkansas (4/30/2020 Terminated)
California
Registered Investment Advisory firm - California (5/30/2020 Terminated)
Florida
Registered Investment Advisory firm - Florida (4/30/2020 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (5/1/2020 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (4/30/2020 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (5/1/2020 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (4/30/2020 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (4/30/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/30/2020 Terminated)
Washington
Registered Investment Advisory firm - Washington (4/30/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (4/30/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

45110 Club Drive Suite B, Indian Wells, CA 92210

Phone Number

(760) 340-1448

# of Employees

10

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DST BROCHURE (2/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

703

AUM (Assets Under Management)

$532,112,090

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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; 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, DEVOTED TIME IS 25 HRS A MONTH. TELIBRICK HOSPITALITY NETWORK, President, no compensation, 10 hrs a week.NON-INVESTMENT RELATED, 9120 DOUBLE DIAMOND PKWY., SUITE #1631, RENO, NV 89521, WHOLLY OWNS STOCKS OF ESTATE PLANNING TEAM, PRESIDENT, SINCE 2000, NO DUTIES. 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. B&N MINING, INC OWNS AND CONTROLS 100% OF B&N MINING LLC AND B&N MINING INFRASTRUCTURE LLC, 10 HRS A WEEK, NO COMPENSATION, MANAGER, PRINCIPAL, CFO, AND 50% OWNER. MANAGER OF B&N MINING, LLC, OWNS 100% OF THE COMMON MEMBERSHIP INTERESTS THROUGH OWNERSHIP OF ITS OWNER. CONDUCTS A PRIVATE OFFERING PURSUANT TO THE EXEMPTION CONTAINED IN RULE 5069C) OF THE REGULATION D OF THE SECURITIES ACT OF 1933 FOR THIS LLC OF ITS PREFERRED MEMBERSHIP INTERESTS IN AN AMOUNT UP TO $4,000,000 FOR WHICH ROBERT SHALL NOT RECEIVE ANY SELLING COMPENSATION MANAGER OF B&N MINING INFRASTRUCTURE, LLC AND RANDSBURG INN, LLC OWNS 100% OF THE MEMBERSHIP INTERESTS THROUGH THE OWNER OF THE OWNER, NO COMPENSATION.

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

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 - SEC (3/16/2020 Approved)
Arizona
Registered Investment Advisory firm - Arizona (4/30/2020 Terminated)
Arkansas
Registered Investment Advisory firm - Arkansas (4/30/2020 Terminated)
California
Registered Investment Advisory firm - California (5/30/2020 Terminated)
Florida
Registered Investment Advisory firm - Florida (4/30/2020 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (5/1/2020 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (4/30/2020 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (5/1/2020 Terminated)
Oklahoma
Registered Investment Advisory firm - Oklahoma (4/30/2020 Terminated)
South Dakota
Registered Investment Advisory firm - South Dakota (4/30/2020 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/30/2020 Terminated)
Washington
Registered Investment Advisory firm - Washington (4/30/2020 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (4/30/2020 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
California
(9/3/2019)
RR
California
(4/2/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1998About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Binkele's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

HS
Heidee S Salcedo

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · CRD#
KK
Kenneth Robert Kindsvater

PRINCIPAL SECURITIES, INC.

PITTSBURGH, PA · CRD#
GRAPEVINE, TX · CRD#
TU
Trennon Udall

SEVENSUEDE INVESTMENT ADVISOR

Mesa, AZ · CRD#
RB
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required