Robert J. Stahler

ANCHORED FINANCIAL PLANNING LLC

WEST DEPTFORD, NJ 08096

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CRD#: 4903906

Professional summary

Robert John Stahler, CFP®, who also goes by Bob John Stahler, is a registered financial advisor currently at ANCHORED FINANCIAL PLANNING LLC located in West Deptford, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob John Stahler

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 Stahler'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

December 11, 2025 - Present

ANCHORED FINANCIAL PLANNING LLC

Office #1: 875 Mantua Pike #9, West Deptford, NJ 08096

RIA

CRD#: 336537

WEST DEPTFORD, NJ

Past

September 13, 2016 - December 8, 2025

EDWARD JONES

RIA

CRD#: 250

West Deptford, NJ

Past

September 9, 2016 - December 8, 2025

EDWARD JONES

CRD#: 250

West Deptford, NJ

Past

December 1, 2011 - September 12, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

WEST DEPTFORD, NJ

Past

December 1, 2011 - September 12, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST DEPTFORD, NJ

Past

April 12, 2011 - December 16, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEDIA, PA

Past

April 8, 2011 - December 16, 2011

LPL FINANCIAL LLC

CRD#: 6413

MEDIA, PA

Past

November 20, 2008 - April 12, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WEST DEPTFORD, NJ

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 Jersey
(12/11/2025)

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 66

Date: 7/1/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 3/4/2016

General Securities Sales Supervisor - Options Module Examination

Current Firm

ANCHORED FINANCIAL PLANNING LLC

CRD#: 336537 / SEC#: 801-134476

RIA

Registered Investment Advisory firm - (11/13/2025 120-Day Approval)

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Contact information

Main Address

875 Mantua Pike #9, West Deptford, NJ 08096

Mailing Address

Phone number

(856) 796-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFP WRAP BROCHURE (12/5/2025)

AFP ADV PART 2A (12/5/2025)

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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Robert J. Stahler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2008

Series 9

Date: 3/4/2016

Current Firm

ANCHORED FINANCIAL PLANNING LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ANCHORED FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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