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Robert Joel Willen

WBH ADVISORY, INC.·BALTIMORE, Maryland
Series 65Clean record25 years registeredWBH ADVISORY, INC.
1829 REISTERSTOWN ROAD, SUITE 225, BALTIMORE, MD 21208CRD# 4604837Firm CRD# 105289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joel Willen · BALTIMORE, MD
Registration
CRD #4604837 · WBH ADVISORY, INC. · 25 years registered
Brand Profile
Not yet started
01

Career History

WBH ADVISORY, INC.
Oct 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 23, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WBH ADVISORY, INC.
CRD 105289 · SEC 801-27973
AUM
$1.3B
Regulatory assets under management
Employees
14
2,220 client accounts
Services offered by WBH ADVISORY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WBH ADVISORY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Robert Joel Willen offer?
Robert Joel Willen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Robert Joel Willen's credentials?
Robert Joel Willen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joel Willen located?
Robert Joel Willen is based in BALTIMORE, Maryland, working with WBH ADVISORY, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Robert Joel Willen charge for services?
Robert Joel Willen's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WBH ADVISORY, INC.?
WBH ADVISORY, INC. has approximately 14 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WBH ADVISORY, INC.

Benjamin M Waller
BALTIMORE, MD
Marc Jeffrey Hertzberg
BALTIMORE, MD
Daniel Ellis Wagner
BALTIMORE, MD

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