Robert Theisen

Fort Worth, Texas, 76116

Member Since 2004

Take care of the client first, second, and always. If our clients don\'t profit then neither do we.

My Location

Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Commissions (Investment), Commissions (Insurance)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- National Financial Services
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly

Registration & Licensing
- CRD/IARD Number: 2038275
- Securities Registrations: Series 65, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures

Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, College Funding PlanningLife Insurance Planning
Investment Services
- Asset allocation, Performance Reporting, Tax Efficient Strategies

Visit Website - http://www.financialvisiononline.com