Unclaimed Profile

Robert Eugene Wacker

WACKER WEALTH PARTNERS, LLC·SAN LUIS OBISPO, California

Series 2Clean record19 years registeredWACKER WEALTH PARTNERS, LLC

892 AEROVISTA PLACE, SAN LUIS OBISPO, CA 93401CRD# 2053207Firm CRD# 145931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Eugene Wacker · SAN LUIS OBISPO, CA

Registration

CRD #2053207 · WACKER WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WACKER WEALTH PARTNERS, LLC

WACKER WEALTH PARTNERS, LLC

Jan 2008 – Jan 2024

SAN LUIS OBISPO, CA

REW INC.

Oct 2006 – Feb 2008

SAN LUIS OBISPO, CA

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · October 26, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WACKER WEALTH PARTNERS, LLC

CRD 145931 · SEC 801-68752

AUM

$1.1B

Regulatory assets under management

Employees

723 client accounts

Services offered by WACKER WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WACKER WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Eugene Wacker offer?

Robert Eugene Wacker specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Robert Eugene Wacker's credentials?

Robert Eugene Wacker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Eugene Wacker located?

Robert Eugene Wacker is based in SAN LUIS OBISPO, California, last registered with WACKER WEALTH PARTNERS, LLC.

How does Robert Eugene Wacker charge for services?

Robert Eugene Wacker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WACKER WEALTH PARTNERS, LLC?

WACKER WEALTH PARTNERS, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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