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Robert E. Frey

AGH WEALTH ADVISORS
Wichita, KS 67202
Some features on this profile are disabled
CRD#: 7625241
RF

Professional summary

Robert E Frey Jr., who also goes by Bob Eugene Frey Jr., Bob Eugene Frey, Robert E Frey Jr, Robert E Frey, is a registered financial advisor currently at AGH WEALTH ADVISORS, LLC located in Wichita, Kansas and LPL FINANCIAL LLC located in Wichita, Kansas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Robert has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Eugene Frey Jr. | Bob Eugene Frey | Robert E Frey Jr | Robert E Frey

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 E Frey Jr.'s CRS (Customer Relationship Summary).
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

April 23, 2026 - Present

AGH WEALTH ADVISORS, LLC

Office #1: 301 N. Main Street Suite 1700, Wichita, KS 67202
RIA
CRD#: 146796
Wichita, KS
Current

January 7, 2026 - Present

LPL FINANCIAL LLC

Office #1: 301 N Main Street Suite 1700, Wichita, KS 67202-4817
RIA
BD
CRD#: 6413
Wichita, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AGH WEALTH ADVISORS, LLC
AGH WEALTH ADVISORS, LLC | AGH WEALTH MANAGEMENT

CRD#: 146796 / SEC#: 801-69091

RIA
Registered Investment Advisory firm - (4/18/2008 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(4/15/2026)
IAR
Kansas
(4/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/14/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/21/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AW
AGH WEALTH ADVISORS, LLC
AGH WEALTH ADVISORS, LLC | AGH WEALTH MANAGEMENT

CRD#: 146796 / SEC#: 801-69091

RIA
Registered Investment Advisory firm - (4/18/2008 Approved)
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Contact information

Main Address
301 N. Main Street Suite 1700, Wichita, KS 67202
Mailing Address
Phone number
(316) 267-3220
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AGH WEALTH ADVISORS, LLC FORM ADV PART 2 BROCHURE (3/2/2026)

Regulatory assets under management

Total Number of Accounts489
AUM (Assets Under Management)$ 456,334,303

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

AGH WEALTH ADVISORS, LLC

CRD#: 146796Wichita, KS 67202

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