Robert J. Anderberg
Professional summary
Robert John Anderberg, CFP®, who also goes by Bob John Anderberg, Bobby John Anderberg, is a registered financial advisor currently at PLANCORP, LLC located in Spokane Valley, Washington.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert John Anderberg's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
June 17, 2024 - Present
PLANCORP, LLC
March 20, 2024 - June 11, 2024
MURRAY STREET CAPITAL ADVISORS, LLC
October 23, 2020 - December 12, 2023
F5 FINANCIAL PLANNING, L.L.C.
October 22, 2019 - May 8, 2020
KMS FINANCIAL SERVICES, INC.
November 21, 2018 - October 22, 2019
PARKLAND SECURITIES, LLC
Primary Firm SEC Registration
PLANCORP, LLC
CRD#: 106599 / SEC#: 801-20398
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/17/2024)
(6/17/2024)
Exams
Series 6TO
Date: 11/21/2018
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
PLANCORP, LLC
CRD#: 106599 / SEC#: 801-20398
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,711 |
| AUM (Assets Under Management) | $ 7,294,144,052 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/09/2024 | ||
| 12/07/2023 | ||
| 10/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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