Robert J. Wolanski

FNEX CAPITAL

Indianapolis, IN 46204

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CRD#: 2733251

Professional summary

Robert J Wolanski, CIMA®, who also goes by Robert Joseph Wolanski Jr, Ski Wolanski Jr, Robert Joseph Wolanski, is a registered financial professional currently at FNEX CAPITAL, LLC located in Indianapolis, Indiana.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Robert Joseph Wolanski Jr | Ski Wolanski Jr | Robert Joseph Wolanski

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) - BD

Click below to view Robert J Wolanski'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 25, 2024 - Present

FNEX CAPITAL, LLC

Office #1: One Indiana Square Suite 2252, Indianapolis, IN 46204

CRD#: 166316

Indianapolis, IN

Past

May 3, 2021 - November 19, 2024

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232

PHILADELPHIA, PA

Past

July 26, 2018 - April 21, 2021

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

July 26, 2018 - August 31, 2021

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

September 29, 2014 - October 27, 2017

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

April 28, 2006 - October 7, 2014

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

NEW YORK, NY

Past

April 25, 2006 - October 7, 2014

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

DIX HILLS, NY

Past

January 10, 2006 - April 20, 2006

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

December 1, 2005 - December 20, 2005

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

SAN MATEO, CA

Past

May 15, 2000 - December 1, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 27, 1998 - December 20, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 21, 1997 - May 4, 1998

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

November 21, 1997 - May 4, 1998

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

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

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

Alabama
(11/25/2024)

Alaska
(11/25/2024)

Arizona
(11/25/2024)

Arkansas
(11/25/2024)

California
(11/25/2024)

Colorado
(11/25/2024)

Connecticut
(11/25/2024)

Delaware
(11/25/2024)

District of Columbia
(11/25/2024)

Florida
(11/25/2024)

Georgia
(11/25/2024)

Hawaii
(11/25/2024)

Idaho
(11/25/2024)

Illinois
(11/25/2024)

Indiana
(11/25/2024)

Iowa
(11/25/2024)

Kansas
(11/25/2024)

Kentucky
(11/25/2024)

Louisiana
(11/25/2024)

Maine
(11/25/2024)

Maryland
(11/25/2024)

Massachusetts
(11/25/2024)

Michigan
(11/25/2024)

Minnesota
(11/25/2024)

Mississippi
(11/25/2024)

Missouri
(11/25/2024)

Montana
(11/25/2024)

Nebraska
(11/25/2024)

Nevada
(11/25/2024)

New Hampshire
(11/25/2024)

New Jersey
(11/25/2024)

New Mexico
(11/25/2024)

New York
(11/25/2024)

North Carolina
(11/25/2024)

North Dakota
(11/25/2024)

Ohio
(11/25/2024)

Oklahoma
(11/25/2024)

Oregon
(11/25/2024)

Pennsylvania
(11/25/2024)

Rhode Island
(11/25/2024)

South Carolina
(11/25/2024)

South Dakota
(11/25/2024)

Tennessee
(11/25/2024)

Texas
(11/25/2024)

Utah
(11/25/2024)

Vermont
(11/25/2024)

Virginia
(11/25/2024)

Washington
(11/25/2024)

West Virginia
(11/25/2024)

Wisconsin
(11/25/2024)

Wyoming
(11/25/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 4/20/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/21/2005

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FNEX CAPITAL, LLC

APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC

CRD#: 166316 / SEC#: , 8-69199

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

One Indiana Square Suite 2252, Indianapolis, IN 46204

Mailing Address

One Indiana Square Suite 2252, Indianapolis, IN 46204

Phone number

(317) 580-2588

Established

Indiana since 06/04/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FNEX, LLC	MEMBER
HEGER, LOREN EUGENE	CEO, CCO, AMLCO, EXEC. REP.	6143753
TEUFEL, FREDERICK CHARLES	FINOP	2092408

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.

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Advisor Monitoring

Firm Stability Insights

Robert J. Wolanski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert J Wolanski's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELAWARE DISTRIBUTORS, L.P.

WADDELL & REED

IVY DISTRIBUTORS, INC.

SENTINEL FINANCIAL SERVICES COMPANY

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

TRANSAMERICA CAPITAL, LLC

FRANKLIN DISTRIBUTORS, LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2001

Series 63

Date: 1/12/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/6/2000

Series 6

Date: 11/19/1997

Series 24

Date: 6/21/2005

FINRA

Current Firm

FNEX CAPITAL, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FNEX CAPITAL, LLC

TRUST BUT VERIFY

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