Robert Charles Bates
Professional Summary
Robert Charles Bates was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2018 - 2025. Robert had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
8 years in the financial services industry
Current & Past Employments
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Current Firm
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
Contact Information
Main Address
512 Poyntz Ave Suite 120, Manhattan, KS 66502Phone Number
(910) 333-6659# of Employees
49SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,023AUM (Assets Under Management)
$1,600,884,203Similar 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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Primary Firm SEC Registration
7 SQUARED CAPITAL ADVISORS | WOODHULL CAPITAL ADVISORS | WEALTH PROTECT ADVISORS | WATCHDOG FINANCIAL ADVISORS | VERITAS FINANCIAL CONSULTING | VEO FINANCIAL COUNSEL | UPWARD FINANCIAL PLANNING | UPSTATE FINANCIAL ADVISERS | TRANSVERSE WEALTH SOLUTIONS | T ROWLAND FINANCIAL SERVICES | SYNERGY FINANCIAL PLANNING | SWAN FINANCIAL PLANNING | SUNDIAL FINANCIAL PLANNING | STOWERS FINANCIAL PLANNING | SKS ADVISORY SERVICES | SCHOLAR FINANCIAL | SADDLE VIEW FINANCIAL PLANNING | RIVERMARK WEALTH MANAGEMENT | RIGHT ON THE MONEY FINANCIAL PLANNING | PYXIS FINANCIAL PLANNING | PRESCOTT TOTAL FINANCIAL WELLNESS | PETERSON FINANCIAL PLANNING | PERCEIVE | PEARSON FINANCIAL PLANNING | ONLINEFINANCIALPLAN.NET | NICHOLS FINANCIAL ADVICE | MOORE FAMILY FINANCIAL | MODERN FINANCIAL PLANNING | MLG FINANCIAL PLANNING | LS FINANCIAL PLANNING | LINCE FINANCIAL PLANNING | LENINGTON FINANCIAL | LAKE COUNTRY FINANCIAL PLANNING | KULIG FINANCIAL ADVISORS | KULECK FINANCIAL PLANNING | KASTLER FINANCIAL PLANNING | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT | HUEBNER FINANCIAL PLANNING | HICKS FINANCIAL PARTNERS | HAMILTON FINANCIAL PLANNING | HAISTEN FINANCIAL PLANNING | GROWING FORTUNES FINANCIAL PARTNERS | GREEN FINANCIAL PLANNING | GREALISH INVESTMENT COUNSELING | GARRISON/KNIGHT FINANCIAL PLANNING | GARRETT INVESTMENT ADVISORS, LLC | GARDEN FINANCIAL PLANNING | FREEDMAN FINANCIAL PLANNING | FREDRICKSON FINANCIAL PLANNING | FOURTEEN FORTY FINANCIAL PARTNERS | FOUR PONDS FINANCIAL PLANNING | FORERUNNER FINANCIAL PLANNING | FLORES FINANCIAL PLANNING | FINANCIAL FREEDOM WEALTH ADVISORS | FINANCIAL ADVOCATE FOR YOU | FIALKOW FINANCIAL PLANNING | FAIR WINDS FINANCIAL ADVICE | EVA BARBERI FINANCIAL PLANNING | EQUI FINANICAL PLANNING | ENVISAGE FINANCIAL PLANNING | EMPOWERMENT FIDUCIARY | ELEVATE FINANCIAL PLANNING | DEK FINANCIAL SOLUTIONS | CORNERSTONE FINANCIAL PLANNING | COFFEETREE FINANCIAL PLANNING | CHRYSALLIS PERSONAL FINANCIAL ADVISING | CHERYL OBER FINANCIAL PLANNING | CGN ADVISORS, LLC | CGN ADVISORS | BUTTONWOOD ADVISORS | BROOKS FINANCIAL PLANNING | BLUE LANTERN | BINDER FINANCIAL PLANNING | BERNSTEIN PLANNING AND INVESTMENT MANAGEMENT | BELDING FINANCIAL PLANNING | BARBERI FINANCIAL PLANNING | ARGONAUT FINANCIAL PLANNING & INVESTMENT MANAGEMENT | ARCADIA FINANCIAL STRATEGIES | AMITY FINANCIAL ACHIEVEMENTS | ALPHA CLEAR FINANCIAL PLANNING | ALLEGORY ADVISORY | ALL SEASONS WEALTH MANAGEMENT
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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