Robert Peters (CRD# 1393736) is an Investment Advisor Representative working at Retirement Navigation LLC in Lakewood, CO and has over 27 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Navigation LLC | Lakewood, CO | Sep 2020 - Current | 3 |
| Retirement Navigation LLC | Lakewood, CO | Apr 2020 - Current | 4 |
| Unemployed | Lakewood, CO | Apr 2019 - Sep 2020 | 1 |
| Cuna Mutual Group | Madison, WI | Jan 2004 - Mar 2019 | 15 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jan 2004 - Mar 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
CO
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