Robert L. Nistendirk

WNA WEALTH MANAGEMENT

Charleston, WV 25301

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CRD#: 7005935

Professional summary

Robert L Nistendirk, who also goes by Bob Nistendirk, is a registered financial advisor currently at WNA WEALTH MANAGEMENT, LLC located in Charleston, West Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Nistendirk

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.COSTANZO WOOMER NISTENDIRK, PLLC; NOT INVESTMENT RELATED; CHARLESTON, WV; PARTNER; SINCE JAN 1996; 100 HOURS PER MONTH DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert L Nistendirk'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

February 22, 2024 - Present

WNA WEALTH MANAGEMENT, LLC

Office #1: 231 Capitol Street Suite 400, Charleston, WV 25301

RIA

CRD#: 298510

Charleston, WV

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

West Virginia
(2/22/2024)

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: 12/27/2023

Uniform Investment Adviser Law Examination

Current Firm

WNA WEALTH MANAGEMENT, LLC

CRD#: 298510 / SEC#:

West Virginia

Registered Investment Advisory firm - (11/5/2018 Approved)

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Contact information

Main Address

231 Capitol Street Suite 400, Charleston, WV 25301

Mailing Address

Phone number

(304) 342-2006

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 24,808,845

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 L. Nistendirk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert L Nistendirk's CRS (Customer Relationship Summary).

Certified licenses

Experience

WNA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2023

Current Firm

WNA WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WNA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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