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Robert Wagner Fullerton

BLUE ROCK ADVISORS, LLC·EXCELSIOR, Minnesota
Unclaimed Profile
26370 ARBOR CREEK LANE, EXCELSIOR, MN 55331CRD# 1159288Firm CRD# 281831
01

About

Robert Wagner Fullerton is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with BLUE ROCK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BLUE ROCK ADVISORS, LLC
BLUE ROCK ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BLUE ROCK ADVISORS, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1159288
Firm CRD# 281831
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Wagner Fullerton offer?
Robert Wagner Fullerton specializes in Retirement Planning. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Robert Wagner Fullerton's credentials?
Robert Wagner Fullerton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Wagner Fullerton located?
Robert Wagner Fullerton is based in EXCELSIOR, Minnesota, working with BLUE ROCK ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Robert Wagner Fullerton charge for services?
Robert Wagner Fullerton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE ROCK ADVISORS, LLC?
BLUE ROCK ADVISORS, LLC has approximately 6 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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