RW
Robert N. Williams
LONE TREE, CO 80124
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CRD#: 5618964
RW
Robert N Williams
Professional summary
Robert N Williams, CFP®, CPWA® was a registered financial advisor .
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert had worked at 2 firms and has passed the SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
None
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.
1) Rental Property|Investment Related: No|725 Elmhurst Drive, Highlands Ranch, CO, 80129, USA|Real Estate (Non-Agent/Broker)|Owner|10/1/2020|Varies hour/month - 0 during trading hours|Owner of rental property, 2) Rental Property|Investment Related: No|2455 Little Coyote Dr, Big Sky, MT, 59716, USA|Real Estate (Non-Agent/Broker)|Owner|10/22/2022|Less than 20 hour/month - 0 during trading hours|Owner of rental property, 3) Rental Property|Investment Related: No|935 Deer Clover Way, Castle Pines, CO, 80108, USA|Real Estate (Non-Agent/Broker)|Owner|10/26/2023|Less than 20 hour/month - 0 during trading hours|Owner of rental property
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 4, 2026 - Present
Office #1: 10185 Park Meadows Drive, Lone Tree, CO 80124
LONE TREE, CO
Past
January 9, 2009 - February 24, 2026
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Lone Tree, CO
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
Colorado(9/4/2026)
Exams
General Industry/Product Exam
General Industry/Product Exam
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
