Robert Beseke (CRD# 4195168) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Milwaukee, WI and has over 23 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Reno, NV | Sep 2022 - Current | 1 |
| Freedom Wealth Alliance | Brookfield, WI | Feb 2022 - Sep 2022 | < 1 |
| Sage Point | Milwaukee, WI | Feb 2018 - Feb 2022 | 4 |
| Mml Investors Services, LLC | Milwaukee, WI | Mar 2017 - Feb 2018 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Feb 2018 | 1 |
| Metropolitan Life Ins Co | Milwaukee, WI | Aug 2000 - Mar 2017 | 16 |
| Metlife Securities, Inc. | Milwaukee, WI | Aug 2000 - Mar 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- WI
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- 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
- Pension consulting services
- 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
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