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RD

Robert D. Darr

PEOPLES SAVINGS WEALTH MANAGEMENT LLC
HERMANN, MO 65041
Some features on this profile are disabled
CRD#: 2708331
RD

Professional summary


Robert Dean Darr, who also goes by Bob Darr, is a registered financial advisor currently at PEOPLES SAVINGS WEALTH MANAGEMENT LLC located in Hermann, Missouri.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Darr

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 Dean Darr'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®
None

Experience


Current

March 27, 2025 - Present

PEOPLES SAVINGS WEALTH MANAGEMENT LLC

Office #1: 112 W. 5th Street, Hermann, MO 65041
RIA
CRD#: 328711
HERMANN, MO
Past

July 14, 2016 - February 21, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Mexico, MO
Past

July 14, 2016 - February 21, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Mexico, MO
Past

August 13, 2014 - July 14, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
MEXICO, MO
Past

March 17, 2014 - July 14, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
MEXICO, MO
Past

October 3, 2005 - March 17, 2014

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MEXICO, MO
Past

February 14, 1996 - October 4, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA

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
Missouri
(3/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 2/20/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PS
PEOPLES SAVINGS WEALTH MANAGEMENT LLC
PEOPLES SAVINGS BANK OF RHINELAND | PEOPLES WEALTH MANAGEMENT | PEOPLES SAVINGS WEALTH MANAGEMENT LLC

CRD#: 328711 / SEC#:

Missouri
Registered Investment Advisory firm - (2/1/2024 Approved)
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Contact information


Main Address
112 W. 5th Street, Hermann, MO 65041
Mailing Address
Phone number
(573) 486-1444
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 1,600,000

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


PEOPLES SAVINGS WEALTH MANAGEMENT LLC

CRD#: 328711Hermann, MO 65041

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