Robert A. Messner

RMG ADVISORY SERVICES

JACKSON, MI 49201

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CRD#: 5383202

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.

INDIVIDUAL INSURANCE PRODUCER POSITION: PRODUCER NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/01/2010 ADDRESS: 4943 LEDGEROCK ST., JACKSON MI 49201 DESCRIPTION: INDIVIDUAL INSURANCE PRODUCER THE ROBERT MESSNER GROUP, LLC (RMG'S PARENT COMPANY) PROVIDES ENGINEERING AND BUSINESS DEVELOPMENT SERVICES TO CORPORATIONS ON A CONTRACTUAL BASIS. SERVICES ARE OFFERED TO THE PUBLIC AND MAY BE PROVIDED, EITHER DIRECTLY OR INDIRECTLY, TO AN RMG INVESTMENT CLIENT. THE SERVICES ARE PROVIDED UNDER WRITTEN CONTRACT, UPON THE CORPORATION'S REQUEST AND ONLY WHEN AN APPROPRIATE ENGINEERING OR BUSINESS DEVELOPMENT NEED IS DEMONSTRATED. THESE SERVICES ARE SEPARATE AND APART FROM INVESTMENT RELATED SERVICES PROVIDED TO THE CLIENT BY RMG. FULL DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST IS PROVIDED TO INVESTMENT CLIENTS BY RMG WHEN THE ROBERT MESSNER GROUP, LLC AND RMG SHARE THE SAME CLIENT.

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

CRD#: 1763

JACKSON, MI

Past

October 9, 2007 - September 9, 2010

MSI FINANCIAL SERVICES, INC.

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)

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: 10/23/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/8/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 20,000,000

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 A. Messner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Andrew Messner's CRS (Customer Relationship Summary).

Certified licenses

Experience

RMG ADVISORY SERVICES

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2010

Series 63

Date: 3/21/2008

Series 6

Date: 10/8/2007

Current Firm

RMG ADVISORY SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RMG ADVISORY SERVICES

TRUST BUT VERIFY

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