Robert John Mc Hattie

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2012 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 07/2022 → Present
  Rmf - Rob Mc Hattie Financial
  St Paul, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. REAL ESTATE OWNERSHIP: -LOT/LAND, EARL MCHATTIE FAMILY LIMITED PARTNERSHIP, - 13% OWNERSHIP (GENERAL PARTHER - ONE OF SIX), 42 ACRES OF FARM LAND IN WOODBURY, MINNESOTA, COMP: $1 TO $999; 2. BOARDS OF DIRECTORS: -SAINT PAUL ASSOCIATION FOR COMMUITY SOCCER (SOCCERSPACES), PRIMARY FUNCTION IS DEVELOPMENT AND MAINTENANCE OF SOCCER FIELDS IN SAINT PAUL, COMP: $0, HRS: 1-9; 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, REGISTERED INVESTMENT ADVISOR, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 5. NAME OF OTHER BUSINESS: REVOCABLE TRUST; INVESTMENT RELATED: NO; ADDRESS: ST PAUL, MN; NATURE OF BUSINESS: MOTHERS REVOCABLE TRUST; START DATE: 03/2019; POSITION/TITLE/RELATIONSHIP: SUCCESSOR TRUSTEE; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SUCCESSOR TRUSTEE; 6. NAME OF OTHER BUSINESS:; RMF - ROB MCHATTIE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OWNER/ FINANCIAL SERVICES ; START DATE: 07/2022 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: OAK MARSH GOLF COURSE; INVESTMENT RELATED: NO; ADDRESS: 526 INWOOD AVE N. OAKDALE, MN 55128; NATURE OF BUSINESS: GOLF COURSE; START DATE: 04/2010; POSITION/TITLE/RELATIONSHIP: GARDENER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PLANTING, TRIMMING, WATERING AND OCCASIONAL CUTTING OF GRASS, GARDENING; 8. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: SELLING TIMESHARE POINTS, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: O , BRIEF DESCRIPTION OF DUTIES: OFFERING TIME SHARE POINTS THAT WE DO NOT PLAN TO USE FOR PERSONAL TRAVEL;

Exams

• S66 Uniform Combined State Law Examination
  2005-03-08

Other Names

• Robert John Mchattie