Robert Innerst

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About Robert Innerst

After serving in the Marine Corps, Robert moved back to central Pennsylvania to pursue his MBA and manage a department at The York Water Company, America's oldest investor-owned utility. His desire to serve clients in wealth management and financial planning led him to reconnect with Jefferson, meet Mollie and Scott, and join the Horning, Sarchione & Innerst Private Wealth Management Group in 2020. Robert graduated from the United States Naval Academy in 2008 with a degree in Applied Mathematics and earned a Master of Business Administration from York College of Pennsylvania in 2019. He is a CERTIFIED FINANCIAL PLANNER^®. Robert, his wife Kara, and their four children live in Dillsburg, Pennsylvania. He serves on the Board of Directors for the Christian School Association of Greater Harrisburg and Northern Youth Football and Cheer.

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General Information

CRD#

7225124

Firm CRD#

6413

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Health, Accident, Life, Variable Annuity, Disability, Variable Life, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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Paladin Research Report For:

HSI Private Wealth Management Group