AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RJ

Robert A. Jansen

BRIDGEWOOD ADVISORS
MILWAUKEE, WI 53202
Some features on this profile are disabled
CRD#: 5611590
RJ

Professional summary

Robert Allen Jansen JR., who also goes by Robert Allen Jansen, is a registered financial professional currently at BRIDGEWOOD ADVISORS INC. located in Milwaukee, Wisconsin.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2009. Robert has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 82, Series 24 and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Robert Allen Jansen

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) - BD

Click below to view Robert Allen Jansen JR.'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

January 6, 2012 - Present

BRIDGEWOOD ADVISORS INC.

Office #1: 111 E. Wisconsin Ave., #1705, Milwaukee, WI 53202
BD
CRD#: 158400
MILWAUKEE, WI
Past

May 8, 2009 - August 22, 2011

MERTZ ASSOCIATES, INC

BD
CRD#: 148668
WAUKESHA, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Wisconsin
(1/10/2012)

Exams

State Security Law Exam
RR
Series 63
Date: 2/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 11/22/2011
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 82
Date: 4/27/2009
Limited Representative-Private Securities Offerings
Principal/Supervisory Exam
RR
Series 24
Date: 10/28/2011
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 28
Date: 9/2/2011
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BA
BRIDGEWOOD ADVISORS INC.
BRIDGEWOOD ADVISORS INC.

CRD#: 158400 / SEC#: , 8-68896

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
111 E. Wisconsin Ave., #1705, Milwaukee, WI 53202
Mailing Address
111 E. Wisconsin Ave., #1705, Milwaukee, WI 53202
Phone number
(414) 434-7510
Established
Wisconsin since 04/25/2011
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
JANSEN, ROBERT ALLEN JR.PRESIDENT / CFO / SHAREHOLDER5611590
MARCONNET, DOUGLAS HALCCO / CEO / SHAREHOLDER5608613

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.

Company Information

BRIDGEWOOD ADVISORS INC.

CRD#: 158400Milwaukee, WI 53202

TRUST BUT VERIFY

Monitor Robert Jansen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Shelly May Wohler
Shelly WohlerAdvisorCheck Check Mark
INDEPENDENT FINANCIAL PARTNERS
IAR
RR
Brookfield, WI
Casey John Berrall
Casey BerrallAdvisorCheck Check Mark
BKM WEALTH MANAGEMENT
IAR
Brookfield, WI
CB
Carson BiberAdvisorCheck Check Mark
DRAKE & ASSOCIATES, LLC
IAR
WAUKESHA, WI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.