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Robert William Taylor

Robert W. Taylor

WEALTHPLAN PARTNERS
Morristown, NJ 07960
Some features on this profile are disabled
CRD#: 2596525
Robert William Taylor

Professional summary

Robert William Taylor, CFP® is a registered financial advisor currently at WEALTHPLAN PARTNERS located in Morristown, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 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 William Taylor'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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

September 23, 2021 - Present

WEALTHPLAN PARTNERS

Office #1: 89 Headquarters Plaza North Suite 1430, Morristown, NJ 07960
RIA
CRD#: 305026
Morristown, NJ
Past

June 14, 2024 - December 4, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
MORRISTOWN, NJ
Past

June 28, 2018 - July 10, 2020

WEALTHPLAN PARTNERS

RIA
CRD#: 158935
New York, NY
Past

June 14, 2018 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MORRISTOWN, NJ
Past

November 3, 2009 - March 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PARAMUS, NJ
Past

July 12, 2002 - July 8, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NEW YORK, NY
Past

September 11, 1995 - March 13, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PARAMUS, NJ

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".
WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN

CRD#: 305026 / SEC#: 801-117955

RIA
Registered Investment Advisory firm - (11/25/2019 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(9/23/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/14/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/26/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 10/3/2001
General Securities Sales Supervisor - Options Module Examination

Current Firm

WP
WEALTHPLAN PARTNERS
COBLE MCCUNE WEALTH MANAGEMENT | WPP HOLDINGS, LLC | WELCH FINANCIAL PLANNING, LLC | WEALTHPLAN PARTNERS, LLC | WEALTHPLAN PARTNERS | WEALTH PLAN ADVANTAGE | WAYPOINT ADVISORS | VIZIONARY WEALTH MANAGEMENT | THE PREFERRED CLIENT GROUP | PREFERRED CLIENT GROUP | MORAVEC FINANCIAL ADVISORS, INC. | MASINMISKO | KECHELY WEALTH MANAGEMENT | INDEPENDENT INVESTMENT SERVICES | HAMILTON WEALTH MANAGEMENT | FIT WEALTH ADVISORS | FELTZ WEALTHPLAN

CRD#: 305026 / SEC#: 801-117955

RIA
Registered Investment Advisory firm - (11/25/2019 Approved)
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Contact information

Main Address
101 South 108th Avenue, Omaha, NE 68154
Mailing Address
Phone number
(402) 691-0200
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (39 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

ADV 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts3,681
AUM (Assets Under Management)$ 1,120,185,963

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

WEALTHPLAN PARTNERS

CRD#: 305026Morristown, NJ 07960

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