RB
Robert W. Bridel
REDHAWK WEALTH ADVISORS
CEDAR PARK, TX 78613
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CRD#: 2995279
RB
Professional summary
Robert Westin Bridel III, who also goes by Robert Westin Bridel, Wes Bridel, is a registered financial advisor currently at REDHAWK WEALTH ADVISORS, INC. located in Cedar Park, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Westin Bridel | Wes Bridel
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.
1. KINGDOM CALLING, 3410 FAR WEST BLVD, SUITE 257 AUSTIN, TX; NOT INVESTMENT RELATED; PAID A FIXED FLAT FEE FOR PROVIDING EDUCATIONAL COURSES/COACHING IN SPIRITUAL AS WELL AS ECONOMIC MATTERS; 40 HOURS PER MONTH; 30 DURING TRADING HOURS. 2. PARTNERS 4 PROSPERITY, 3410 FAR WEST BLVD, SUITE 257, AUSTIN, TX; INVESTMENT RELATED; RIA; IAR; PROVIDE INVESTMENT ADVICE 40 HOURS PER MONTH; 30 DURING TRADING HOURS. 3. SYNCHRONIZED WEALTH STRATEGIES, 3410 FAR WEST BLVD., SUITE 257 AUSTIN, TX; NOT INVESTMENT RELATED; FIXED INSURANCE SALES; COMMISSION BASED; 4 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS / 30 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Westin Bridel III'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®
NoneExperience
Current
July 20, 2015 - Present
REDHAWK WEALTH ADVISORS, INC.
Office #1: 930 S. Bell Blvd Suite 304, Cedar Park, TX 78613RIA
CRD#: 146616
CEDAR PARK, TX
Past
October 27, 2010 - June 3, 2011
1792 SECURITIES, LLC
BD
CRD#: 146048
GREENVILLE, SC
Past
October 8, 2010 - November 28, 2018
PROSPERITY ECONOMICS PARTNERS, LLC
RIA
CRD#: 148122
AUSTIN, TX
Past
May 18, 2005 - November 3, 2008
WILBANKS SECURITIES ADVISORY
RIA
CRD#: 118304
AUSTIN, TX
Past
May 4, 2005 - November 3, 2008
WILBANKS SECURITIES, INC.
BD
CRD#: 40673
AUSTIN, TX
Past
January 28, 2004 - April 26, 2005
FINANCIAL WORLD CORPORATION
BD
CRD#: 41377
OVERLAND PARK, KS
Past
February 15, 2002 - October 15, 2003
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
AUSTIN,, TX
Past
November 18, 1998 - January 12, 2004
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
February 11, 1998 - October 7, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 11, 1998 - October 7, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
RW
REDHAWK WEALTH ADVISORS, INC.
ACE TAX & FINANCIAL | WEST END WEALTH MANAGEMENT | WEALTH STRONG LIFE SOLUTIONS | VALLEY MARKETING AND CONSULTING | TOP RANK ADVISORS LLC | THOMPSON WEALTH MANAGEMENT | THE WITTMAN GROUP, INC. | THE FINANCIAL LEGACY GROUP | TCG PROSPERITY | TAN FINANCIAL SOLUTIONS | SYNCHRONIZED WEALTH STRATEGIES LLC | SUN CITY FINANCIAL | STROM FINANCIAL | SIS SERVICES | SFG TAX ADVISORS, LLC | SCOTT GREENAMEYER WEALTH ADVISOR | SCF WEALTH, LLC | RETIREMENT VISIONS | REDHAWK WEALTH ADVISORS, INC. | REDHAWK WEALTH ADVISORS (NO DBA NAME) | RAY HODGES FINANCIAL GROUP | PLAN WISE | PATTEN FINANCIAL GROUP, LLC | PANICHI BLAIR WEALTH ADVISORS | ORIGIN FINANCIAL GROUP LLC | NUVO WEALTH | LOWRY FINANCIAL ADVISORS, INC. | LIVING BENEFITS, LLC | LANGE FINANCIAL ADVISORS, INC. | KINGDOM CALLING | KEEP YOUR WEALTH LLC | K & A WEALTH ADVISORS | JAMES C NEATHERY & ASSOCIATES | INTEGRITY FINANCIAL SERVICES, LLC | ILUMA FINANCIAL PARTNERS | GREENE FINANCIAL SERVICES, INC. | FOCUSED FINANCIAL SOLUTIONS | FIRSTFRUITS ASSET MANAGEMENT | FINANCIAL STRATEGIES GROUP | FINANCIAL INDEPENDENCE TEAM, LLC | ET INVESTMENTS INC. | EQUITY FINANCIAL GROUP | ELLEMAN INVESTMENT MANAGEMENT | DI FIDUCIA LLC | DGL CAPITAL | CRITERIUM FINANCIAL ADVISORS, LTD. | COX AND COMPANY, LLC | CLEAR FINANCIAL STRATEGIES, LLC | CHAMBERLAIN ADVISORY GROUP, INC | CHADWICK FINANCIAL SERVICES | ATLAS WEALTH MANAGEMENT | ASPEN CREEK CAPITAL MANAGEMENT LLC | ANNUITY BENEFITS COUNSELORS, INC. | ALPINE INVESTMENT MANAGEMENT | ALLIANCE FINANCIAL GROUP | ALINK CAPTIVE INSURANCE SERVICES | ALINK CAPITAL PRESERVATION AND RISK MANAGEMENT, LLC | ACE TAX & FINANCIAL, INC.
CRD#: 146616 / SEC#: 801-68902
RIA
Registered Investment Advisory firm - (3/6/2008 Approved)Rhode Island
Registered Investment Advisory firm - (2/10/2016 Terminated)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
Texas(7/20/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
RW
REDHAWK WEALTH ADVISORS, INC.
ACE TAX & FINANCIAL | WEST END WEALTH MANAGEMENT | WEALTH STRONG LIFE SOLUTIONS | VALLEY MARKETING AND CONSULTING | TOP RANK ADVISORS LLC | THOMPSON WEALTH MANAGEMENT | THE WITTMAN GROUP, INC. | THE FINANCIAL LEGACY GROUP | TCG PROSPERITY | TAN FINANCIAL SOLUTIONS | SYNCHRONIZED WEALTH STRATEGIES LLC | SUN CITY FINANCIAL | STROM FINANCIAL | SIS SERVICES | SFG TAX ADVISORS, LLC | SCOTT GREENAMEYER WEALTH ADVISOR | SCF WEALTH, LLC | RETIREMENT VISIONS | REDHAWK WEALTH ADVISORS, INC. | REDHAWK WEALTH ADVISORS (NO DBA NAME) | RAY HODGES FINANCIAL GROUP | PLAN WISE | PATTEN FINANCIAL GROUP, LLC | PANICHI BLAIR WEALTH ADVISORS | ORIGIN FINANCIAL GROUP LLC | NUVO WEALTH | LOWRY FINANCIAL ADVISORS, INC. | LIVING BENEFITS, LLC | LANGE FINANCIAL ADVISORS, INC. | KINGDOM CALLING | KEEP YOUR WEALTH LLC | K & A WEALTH ADVISORS | JAMES C NEATHERY & ASSOCIATES | INTEGRITY FINANCIAL SERVICES, LLC | ILUMA FINANCIAL PARTNERS | GREENE FINANCIAL SERVICES, INC. | FOCUSED FINANCIAL SOLUTIONS | FIRSTFRUITS ASSET MANAGEMENT | FINANCIAL STRATEGIES GROUP | FINANCIAL INDEPENDENCE TEAM, LLC | ET INVESTMENTS INC. | EQUITY FINANCIAL GROUP | ELLEMAN INVESTMENT MANAGEMENT | DI FIDUCIA LLC | DGL CAPITAL | CRITERIUM FINANCIAL ADVISORS, LTD. | COX AND COMPANY, LLC | CLEAR FINANCIAL STRATEGIES, LLC | CHAMBERLAIN ADVISORY GROUP, INC | CHADWICK FINANCIAL SERVICES | ATLAS WEALTH MANAGEMENT | ASPEN CREEK CAPITAL MANAGEMENT LLC | ANNUITY BENEFITS COUNSELORS, INC. | ALPINE INVESTMENT MANAGEMENT | ALLIANCE FINANCIAL GROUP | ALINK CAPTIVE INSURANCE SERVICES | ALINK CAPITAL PRESERVATION AND RISK MANAGEMENT, LLC | ACE TAX & FINANCIAL, INC.
CRD#: 146616 / SEC#: 801-68902
RIA
Registered Investment Advisory firm - (3/6/2008 Approved)Rhode Island
Registered Investment Advisory firm - (2/10/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8500 Normandale Lake Blvd Suite 960, Bloomington, MN 55437
Mailing Address
Phone number
(952) 835-4295
Established
Firm type
Fiscal year end
# of Employees
55
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,283 |
| AUM (Assets Under Management) | $ 1,837,536,390 |
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.
