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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RW

Rob E. Wedel

Some features on this profile are disabled
CRD#: 2459397
RW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rob Eric Wedel was a registered financial professional .

Rob is a previously registered financial professional and started their career in finance in 1994. Rob had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 18, 2022 - April 29, 2025

CUTLER INVESTMENT GROUP

RIA
CRD#: 128483
Anchorage, AK
Past

April 17, 2009 - December 31, 2021

FOUNDATIONS ASSET MANAGEMENT, LLC

RIA
CRD#: 145900
ANCHORAGE, AK
Past

April 16, 2009 - December 31, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ANCHORAGE, AK
Past

July 17, 2008 - April 17, 2009

CINCINNATI ANALYSTS, INC.

RIA
CRD#: 5478
ANCHORAGE, AK
Past

July 17, 2008 - April 17, 2009

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
ANCHORAGE, AK
Past

March 7, 2005 - July 17, 2008

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
ANCHORAGE, AK
Past

March 1, 2005 - July 17, 2008

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ANCHORAGE, AK
Past

October 19, 1999 - February 22, 2005

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
ANCHORAGE, AK
Past

September 23, 1999 - February 22, 2005

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN
Past

March 15, 1994 - September 7, 1999

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO

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".
CI
CUTLER INVESTMENT GROUP
CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA
Registered Investment Advisory firm - (10/31/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/9/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/24/1997
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/5/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/17/1999
General Securities Principal Examination

Current Firm

CI
CUTLER INVESTMENT GROUP
CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA
Registered Investment Advisory firm - (10/31/2003 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
525 Bigham Knoll, Jacksonville, OR 97530
Mailing Address
Phone number
(541) 770-9000
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (10/8/2025)
MARCH 2025 BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,235
AUM (Assets Under Management)$ 1,309,990,254

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.

Company Information

CUTLER INVESTMENT GROUP

CRD#: 128483

TRUST BUT VERIFY

Monitor Rob Wedel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.