Robert
Fries

Next Financial Group, Inc

CRD#4068175
Investment Advisor
in Monroe, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Robert Fries is an investment advisor who works out of Monroe, Michigan. Currently a registered financial advisor at Next Financial Group, Inc, they have accumulated 17 years of work experience as a financial advisor. Fries maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Fries is registered to work with customers based out of Michigan. Fries has worked their complete career at Next Financial Group, Inc. Next Financial Group, Inc is headquartered in Monroe, Michigan, and has 317 brick-and-mortar locations across the nation. As a company, Next Financial Group, Inc manages $2 billion in assets covering 15,843 accounts and retains more than 423 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 15,035 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Next Financial Group, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

428 South Monroe St Suite 105
Monroe, MI 48161

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,367,830,388

MI Average: $3,042,739,679
Total Number of Employees

423

MI Average: 49
Total Number of Accounts

15,843

MI Average: 2,315
Average Account Size

$149,456

MI Average: $1,314,358

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Robert Fries Work History

Robert has 17 years of experience.

2003 - Present (18 years)

Next Financial Group, Inc

Disclosures

Robert Fries has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Michal Slate
Medford, OR
Kinch Meyer
College Station, TX
Jennifer Lindsay
Perrysburg, OH
Ryan Hussey
Ravena, NY
Donnas Landry
San Antonio, TX
Nicholas Scammacca
Cohoes, NY
Christopher Moreno
Houston, TX
Ramon Mejia
Lexington, SC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started