RK
RK

Robert B Kemper

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

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Location

12505 Bel-Red Road, Suite 200, Bellevue, WA, 98005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert sells non-variable life and disability insurance, dedicating about 10-20% of his time. He also works as a CPA/bookkeeper/tax preparer, spending nearly full-time on this, and participates in a CPA affiliate program. Additionally, Robert owns rental real estate and co-owns Double B Septic & Pumping Service.

Employment History
Current Registrations
Snider Financial Group
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
February 2009 - July 2021 · 12 yrs 5 mos
Sagepoint Financial, INC.Broker
October 2005 - February 2009 · 3 yrs 4 mos
Snider Financial Group
March 2004 - December 2022 · 18 yrs 9 mos
Sunamerica Securities, INC.Broker
November 2003 - October 2005 · 1 yr 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.