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RB

Robert O. Bell

ARTIZAN WEALTH
Fresno, CA
Some features on this profile are disabled
CRD#: 7143540
RB
Robert Owen BellARTIZAN WEALTH

Professional summary

Robert Owen Bell, who also goes by Rob Bell, Robert Bell, is a registered financial advisor currently at ARTIZAN WEALTH located in Fresno, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Robert has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Rob Bell | Robert Bell

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) - RIA

Click below to view Robert Owen Bell'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

June 17, 2026 - Present

ARTIZAN WEALTH

RIA
CRD#: 342327
Fresno, CA
Past

November 1, 2024 - November 24, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
OLYMPIA, WA
Past

October 22, 2024 - November 24, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
OLYMPIA, WA
Past

December 22, 2020 - October 1, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Scottsdale, AZ
Past

December 21, 2020 - October 1, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Scottsdale, AZ
Past

October 7, 2019 - November 21, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
SCOTTSDALE, AZ
Past

September 13, 2019 - November 21, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
SCOTTSDALE, AZ

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
California
(6/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/10/2019
Securities Industry Essentials Examination

Current Firm

AW
ARTIZAN WEALTH
ARTIZAN WEALTH | ARTIZAN WEALTH MANAGEMENT LLC

CRD#: 342327 / SEC#:

California
Registered Investment Advisory firm - (6/17/2026 Approved)
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Contact information

Main Address
Fresno, CA
Mailing Address
Phone number
(425) 428-3025
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

ARTIZAN WEALTH

CRD#: 342327Fresno, CA

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