Robert William Ward

Employer firm

Fountain Financial Group, Inc. CRD 123364

$38.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → Present
  Fountain Financial Group, Inc.
  Apple Valley, MN
• 08/2015 → Present
  Oaks Financial Services
  Apple Valley, MN
• 03/2001 → Present
  Robert Ward, Sole Proprietor
  Apple Valley, MN

Previous Registrations

• 2005-01-18 → 2015-05-19
  Thrivent Investment Management Inc.
  Burnsville, MN
  Eagan, MN
  Burnsville, MN

Other Businesses

Robert William Ward, has a financial industry affiliated business as a licensed insurance agent. Approximately 10% of Mr. Ward's time is spent in this practice. From time to time, he will offer clients advice or products from this activity. Oaks Financial Services; 7800 133rd Street W, Apple Valley, MN 55124; CEO; Consulting with other Advisors regarding Retirement Income Strategies for a fee; Investment Related; Started 08/2015; Approximately 70% of time spent.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-08

Designations

• Chartered Financial Consultant

Other Names

• Bob Ward