Robert John Stahler

Employer firm

Anchored Financial Planning LLC CRD 336537

$183M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2011 → 09/2016
  Raymond James Financial Services Advisors Inc.
  West Deptford, NJ
• 12/2009 → 09/2016
  Kennedy Insurance Services
  West Deptford, NJ
• 12/2009 → 09/2016
  Kennedy Investment Group
  West Deptford, NJ
• 08/2013 → 11/2023
  Rental Real Estate
  Springfield, PA
• 09/2016 → 12/2025
  Edward Jones
  St Louis, MO
• 12/2025 → Present
  Anchored Financial Planning Llc
  West Deptford, NJ

Previous Registrations

• 2016-09-13 → 2025-12-08
  Edward Jones
  Woodbury Heights, NJ
  West Deptford, NJ
• 2011-12-01 → 2016-09-12
  Raymond James Financial Services Advisors, Inc
  West Deptford, NJ
  West Deptford, NJ
• 2011-04-12 → 2011-12-16
  Lpl Financial Llc
  West Chester, PA

Other Businesses

INDEPENDENT INSURANCE SALES, INVESTMENT RELATED, WEST DEPTFORD, NJ, INSURANCE, INDEPENDENT AGENT, OCTOBER 2009, 40 HOURS PER MONTH, ALL DURING TRADING HOURS, INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2011-07-01

Designations

• Certified Financial Planner

Other Names

• Bob John Stahler