Unclaimed Profile

Robert Philip Schlangen

WFG ADVISORS, LP·DALLAS, Texas

SIE, Series 4, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record27 years registeredWFG ADVISORS, LP

2711 N HASKELL AVE, DALLAS, TX 75204CRD# 2939848Firm CRD# 125073

Profile Verification

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

Identity

Robert Philip Schlangen · DALLAS, TX

Registration

CRD #2939848 · WFG ADVISORS, LP · 27 years registered

Brand Profile

Not yet started

Career History

PARK WALK INVESTMENTS LLC

Feb 2022 – present

PARK WALK CAPITAL MARKETS, LLC

Mar 2020 – present

PARK WALK INVESTMENTS LLC

Jan 2022 – Dec 2021

AUSTIN, TX

PARK WALK INVESTMENTS LLC

Jan 2021 – Dec 2021

AUSTIN, TX

SUNBELT SECURITIES

Jun 2017 – Jan 2019

HOUSTON, TX

WFG ADVISORS, LP

Aug 2014 – Jun 2017

DALLAS, TX

ARGENTUS ADVISORS, LLC

Nov 2013 – Feb 2014

DALLAS, TX

ARGENTUS CAPITAL MANAGEMENT, LLC

Nov 2013 – Feb 2014

DALLAS, TX

NEXT FINANCIAL GROUP, INC.

Jun 2007 – Jan 2012

HOUSTON, TX

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Jan 2007 – May 2007

SCOTTSDALE, AZ

SUNAMERICA SECURITIES, INC.

Mar 2004 – Apr 2005

PHOENIX, AZ

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 1999 – Sep 2003

LA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 8, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WFG ADVISORS, LP

CRD 125073 · SEC 801-61945

AUM

$1.5B

Regulatory assets under management

Employees

156

8,500 client accounts

Services offered by WFG ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WFG ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does Robert Philip Schlangen offer?

Robert Philip Schlangen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Robert Philip Schlangen's credentials?

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

Where is Robert Philip Schlangen located?

Robert Philip Schlangen is based in DALLAS, Texas, working with WFG ADVISORS, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Philip Schlangen charge for services?

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

How large is WFG ADVISORS, LP?

WFG ADVISORS, LP has approximately 156 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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