Robert
Holton
Commonwealth Financial Network
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About this Advisor
Robert Holton is a financial advisor based in Waukesha, Wisconsin, working with Commonwealth Financial Network. Robert has previously held positions at Cleary Gull Inc, Cleary Gull Advisors Inc, Lpl Financial LLC, Avantax Investment Services Inc, Avantax Advisory Services, R&R Wealth Management, LLC, R&R Wealth Management LLC, Commonwealth Financial Network, and Bmo Harris Financial Advisors, Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Robert is part of Commonwealth Financial Network, which operates out of Waukesha, Wisconsin. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Holton Work History
Commonwealth Financial Network
R&R Wealth Management LLC
Avantax Investment Services Inc
Avantax Advisory Services
R&R Wealth Management, LLC
Lpl Financial LLC
Bmo Harris Financial Advisors, Inc
Cleary Gull Advisors Inc
Cleary Gull Inc
Disclosures
Please visit the SEC profile of Robert Holton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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