Robert Bohli (CRD# 2144436) is an Investment Advisor Representative working at Prudential Financial Planning Services in Houston, TX and has over 29 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Pruco Securities, LLC | Hourston, TX | Jun 2021 - Current | 3 |
Prudential Insurance Company Of America | Houston, TX | Jun 2021 - Current | 3 |
Waddell & Reed Inc. | Houston, TX | Jan 2017 - Jun 2021 | 4 |
Various Insurance Carriers For W&r Insurance Agencies | Humble, TX | Jan 2017 - Jun 2021 | 4 |
Varoius Insurance Carriers For W&r Insurance Agencies | Humble, TX | Jan 2017 - Jun 2021 | 4 |
Waddell And Reend | Houston, TX | Jan 2017 - Jun 2021 | 4 |
H.d. Vest Investments Services | Baytown, TX | Dec 2012 - Jan 2017 | 4 |
P.a. Davis & Associates, Pc | Baytown, TX | Dec 2012 - Jan 2017 | 4 |
H.d. Vest Advisory Services | Humble, TX | Dec 2012 - Jan 2017 | 4 |
P.a. Davis & Associates Pc | Baytown, TX | Dec 2012 - Jan 2017 | 4 |
Mako Investments | Humble, TX | Dec 2007 - Jan 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1994 |
S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- LA
- MD
- MI
- MN
- MS
- MT
- NJ
- NM
- NC
- OH
- OK
- PA
- RI
- SC
- TX
- VA
- WA
- WI
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.