Robert G. Neuman

FIDERE ADVISORS

Minnetonka, MN 55305

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CRD#: 4153524

Professional summary

Robert Gregory Neuman is a registered financial advisor currently at FIDERE ADVISORS located in Minnetonka, Minnesota.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Gregory Neuman'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®

None

Experience

Current

December 31, 2023 - Present

FIDERE ADVISORS

Office #1: 13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

RIA

CRD#: 312675

Minnetonka, MN

Past

May 26, 2021 - December 31, 2023

FIDERE ADVISORS

RIA

CRD#: 312675

Farmington, MN

Past

November 19, 2020 - December 8, 2022

BOULEVARD

RIA

CRD#: 164423

EDEN PRAIRIE, MN

Past

June 26, 2000 - April 2, 2002

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Minnesota
(12/31/2023)

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: 11/19/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 6/23/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDERE ADVISORS

FIDERE | RAPACKI & CO ADVISORY | FIDERE ADVISORS, LLC | FIDERE ADVISORS

CRD#: 312675 / SEC#:

Minnesota

Registered Investment Advisory firm - (12/31/2023 Approved)

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Contact information

Main Address

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

Mailing Address

13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305

Phone number

(833) 234-3373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	189
AUM (Assets Under Management)	$ 25,688,317

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert G. Neuman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gregory Neuman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDERE ADVISORS

FIDERE ADVISORS

BOULEVARD

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2020

Series 6

Date: 6/23/2000

Current Firm

FIDERE ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDERE ADVISORS

TRUST BUT VERIFY

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