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RM

Robert A. Messner

RMG ADVISORY SERVICES
JACKSON, MI 49201
Some features on this profile are disabled
CRD#: 5383202
RM

Professional summary


Robert Andrew Messner, who also goes by Robert Messner, is a registered financial advisor currently at RMG ADVISORY SERVICES located in Jackson, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert Messner

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 Andrew Messner'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

June 7, 2013 - Present

RMG ADVISORY SERVICES

Office #1: 5919 Maple Dale Rd., Jackson, MI 49201
RIA
CRD#: 155124
JACKSON, MI
Past

November 4, 2010 - July 10, 2013

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
JACKSON, MI
Past

August 30, 2010 - July 10, 2013

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
JACKSON, MI
Past

October 9, 2007 - September 9, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
JACKSON, MI

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
Michigan
(6/7/2013)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/23/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RA
RMG ADVISORY SERVICES
MESSNER, ROBERT ANDREW | THE ROBERT MESSNER GROUP, LLC | RMG ADVISORY SERVICES

CRD#: 155124 / SEC#:

Michigan
Registered Investment Advisory firm - (6/5/2013 Approved)
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Contact information


Main Address
5919 Maple Dale Rd., Jackson, MI 49201
Mailing Address
Phone number
(517) 795-5571
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts58
AUM (Assets Under Management)$ 20,000,000

Red Flags


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

Company Information


RMG ADVISORY SERVICES

CRD#: 155124Jackson, MI 49201

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