Robert
Wilber

Spc

CRD#1452001
Investment Advisor
in Elyria, OH

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About this Advisor

Robert Wilber is a financial advisor operating in Elyria, Ohio, who has been in the industry for 10 years. Wilber is currently employed by Spc. Over the course of their career, Wilber has held roles at Sigma Financial Corporation and Spc. Wilber has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Spc is an advisory company based in Elyria, Ohio. The firm has offices in 464 locations and a total of 705 advisors. It manages $5 billion in total assets across its 25,865 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 25,865 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees depend on the type of financial services provided. However, fee types billed by Spc may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

860 E Broad Street Suite G
Elyria, OH 44035

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

OH Average: $943,424,332
Total Number of Employees

705

OH Average: 21
Total Number of Accounts

25,865

OH Average: 1,586
Average Account Size

$176,210

OH Average: $594,845

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Investment Advisory Services

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

Robert Wilber Work History

Robert has 10 years of experience.

2010 - Present (12 years)

Sigma Financial Corporation

2010 - Present (12 years)

Spc

Disclosures

Robert Wilber has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

James Pihaly
Rockford, IL
Wendy Kouvaras
Brunswick, OH
Jesse Howie
West Des Moines, IA
Richard Taden
Rockford, IL
Brandon Konda
Irvine, CA
Craig Freund
Lisle, IL
Charles Jaquess
Allen, TX
Mark Steinman
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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