Robert P. Hedenstrom
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.
Robert P Hedenstrom, CFP®, who also goes by Robert Paul Hedenstrom, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1996. Robert had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2006
Experience
July 22, 2014 - February 17, 2026
SCHWAB WEALTH ADVISORY, INC.
March 6, 2003 - July 22, 2014
CHARLES SCHWAB & CO., INC.
July 19, 2000 - February 17, 2026
CHARLES SCHWAB & CO., INC.
December 17, 1999 - June 5, 2000
KEYBANC CAPITAL MARKETS INC.
September 20, 1999 - December 17, 1999
KEY CLEARING CORP.
April 27, 1998 - June 9, 1999
CUNA BROKERAGE SERVICES, INC.
August 2, 1996 - March 20, 1998
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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