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Robert T Reidelberger

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

4925 Stone Falls Center, Suite A, O'Fallon, IL, 62269

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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 is a minority partner in SourceNow LLC (IT broker/consulting) and an investor in SourceNow LLC (cyber security). He is also an investment advisor with RDA Financial Network and an insurance agent with The Roth Companies, Inc, selling non-variable insurance.

Employment History
Current Registrations
Rda Financial Network
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Visionary Wealth Advisors, LLC
April 2016 - August 2019 · 3 yrs 4 mos
LPL Financial LLC
November 2012 - May 2016 · 3 yrs 6 mos
LPL Financial LLCBroker
October 2012 - May 2016 · 3 yrs 7 mos
State Registrations8 states
COCTFLGAILINMOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert T Reidelberger - Financial Advisor | TrueAdvisor