Robert J. Fuest

FUEST & KLEIN WEALTH ADVISORS

Houston, TX 77084

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CRD#: 3059865

Professional summary

Robert John Fuest, who also goes by Bob Fuest, Robert Jon Fuest, is a registered financial advisor currently at FUEST & KLEIN WEALTH ADVISORS, LLC located in Houston, Texas and FARTHER located in Katy, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Fuest | Robert Jon Fuest

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 John Fuest'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®

None

Experience

Current

August 24, 2017 - Present

FUEST & KLEIN WEALTH ADVISORS, LLC

Office #1: 16225 Park Ten Place Suite 500, Houston, TX 77084

RIA

CRD#: 287955

Houston, TX

Current

July 11, 2025 - Present

FARTHER

Office #1: 1040 Schlipf Road Suite 125, Katy, TX 77493

RIA

CRD#: 302050

Katy, TX

Past

September 12, 2013 - August 2, 2017

LANDOR WEALTH MANAGEMENT, LLC

RIA

CRD#: 149345

NEW YORK, NY

Past

December 10, 2007 - December 2, 2008

YOUNG & PARTNERS LLC

CRD#: 40702

NEW YORK, NY

Past

July 12, 1999 - November 9, 2007

TD AMERITRADE, INC.

CRD#: 7870

JERSEY CITY, NJ

Past

May 29, 1998 - May 24, 1999

ROYCE INVESTMENT GROUP, INC.

CRD#: 10494

WOODBURY, NY

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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 York
(12/2/2021)

IAR

Texas
(8/24/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/28/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/4/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/11/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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. Fuest

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Fuest's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

LANDOR WEALTH MANAGEMENT, LLC

YOUNG & PARTNERS LLC

TD AMERITRADE, INC.

ROYCE INVESTMENT GROUP, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2011

Series 63

Date: 6/4/1998

Series 7

Date: 5/28/1998

Series 10

Date: 12/4/2002

Series 9

Date: 12/11/2000

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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