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Robert Lee Weseloh

CRD# 3157013·Registered 1999 - 2024
Previously Registered: Being a previously registered professional could mean that Robert 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.

Professional Summary

Robert Lee Weseloh, who also goes by Bob Weseloh, Robert L Weseloh, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1999 - 2024. Robert had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Weseloh, Robert L Weseloh

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

Past

AVANTAX ADVISORY SERVICESPast·CRD# 104556
RIA
East Stroudsburg, PA
May 11, 2000 - December 11, 2024
AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686
BD
East Stroudsburg, PA
February 22, 1999 - December 11, 2024

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LTS Homes, LLC~'NIR'~529 Seven Bridge Road~East Stroudsburg~PA~18301~Commercial/Residential Construction/Builder~President~1/1/2012~80hrs~60hrs~operations officer|LTS General Contracting, LLC~'NIR'~529 Seven Bridge Road~East Stroudsburg~PA~18301~Commercial/Residential Construction/Builder~President~2/13/2012~8hrs~8hrs~operations officer|Trust of Corinne I Weseloh dated October 24, 2014~'NIR'~6431 Franklin Hill Rd~East Stroudsburg~PA~18301~No Outside Business Activities - Investments Only~Other~10/24/2014~1hrs~0hrs~Co-Trustee of my wife's Grantor Trust|Trustee FBO Eleanor Simon~'NIR'~123 south board st~Philadelphia~PA~19109~Other~Other~11/17/1993~1hrs~1hrs~co-trustee, confir with Primary co-trustee on disbursemens on behalf of beneficiary|Eastern Premier Holding Company, LLC~'NIR'~1001 Seven Bridge Road~East Stroudsburg~PA~18301~Other~President~1/1/2012~1hrs~0hrs~Office and Manager (Part owner)of Holding Company.|Robert L. Weseloh, CPA~'NIR'~6431 Franklin Hill Road~East Stroudsburg~PA~18301~Tax Preparation/Accounting~Owner/Sole Proprietor~7/5/2011~5hrs~0hrs~Prepare Individual Income Tax Returns|Monroe County Hospital Authority~'NIR'~One Quaker Plaza~Stroudsburg~PA~18360~Elected/Appointed Public Official~Member of the Board of Directors~2/15/2012~1hrs~0hrs~Authorize the Pocono Medical Center/Health System Tax exempt financing.|Chadford Commons~'NIR'~6431 Franklin Hill Road~East Stroudsburg~PA~18301~Rental Property Owner/Management~Owner/Sole Proprietor~12/15/2005~1hrs~1hrs~Rental management|summerglen at the poconos c/o NEPA management Asso~'NIR'~7164 route 209~stroudsburg~PA~18360~Board Position/Officer~Other~5/26/2018~.5hrs~.5hrs~respond to other Board Member emails, association's first year of Board oversite since being turned over from the developer. once a year attend members meeting.|Monroe County Industrial Development Authority of~'NIR'~701 Main Street Suite 407~Stroudsburg~PA~18360~Board Position/Officer~Other~11/20/2019~2hrs~2hrs~Board Member,|

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 1999About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1999About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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