Robert Andrew Messner
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Robert Messner
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Videos & Posts
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Contact Information
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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
19 years in the financial services industry
Current & Past Employments
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Current Firm
MESSNER, ROBERT ANDREW | THE ROBERT MESSNER GROUP, LLC | RMG ADVISORY SERVICES
Contact Information
Main Address
5919 Maple Dale Rd., Jackson, MI 49201Phone Number
(517) 795-5571# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
58AUM (Assets Under Management)
$24,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2007About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Andrew Messner's CRS (Customer Relationship Summary).
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