Robert John Anderberg

Current Employers

Employment History

• 05/2002 → 09/2018
  Providence Sacred Heart Medical Center
  Spokane, WA
• 09/2018 → 05/2020
  Forster Financial
  Spokane, WA
• 10/2019 → 05/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 05/2020 → 07/2020
  F5 Financial Planning, Llc
  Naperville, IL
• 07/2020 → 11/2023
  F5 Financial Planning, Llc
  Naperville, IL
• 02/2024 → 06/2024
  Murray Street Capital Advisors, Llc
  Fort Lauderdale, FL
• 11/2023 → 06/2024
  Magellan Federal
  Spokane, WA
• 10/2018 → 10/2019
  Parkland Securities Llc
  Ann Arbor, MI
• 06/2024 → Present
  Plancorp, Llc
  St. Louis, MO

Previous Registrations

• 2024-03-20 → 2024-06-11
  Murray Street Capital Advisors, Llc
  Spokane Valley, WA
  Fort Lauderdale, FL
• 2020-10-23 → 2023-12-12
  F5 Financial Planning, L.L.C.
  Spokane Valley, WA

Other Businesses

1. RENTAL PROPERTY - INVESTMENT RELATED - 286 Yellow Snap Dragon Drive, Davenport, FL 33837- RENTAL - OWNER - 06/2022 - 0 HRS/MO, 0 HRS/MO DURING TRADING 2. GETHSEMANE LUTHERAN CHURCH SECRETARY - NOT INVESTMENT RELATED - 11315 E BROADWAY, SPOKANE VALLEY, WA 99206 - CHRISTIAN CHURCH AND DAY SCHOOL - SECRETARY - 1/1/2006 - 4 HRS/MO, 0 HRS/MO DURING TRADING. 3. Magellan Federal - Not Investment Related - 5101 N Assembly ST Spokane, WA 99205 - Services - Assignment Ready Financial Counselor - 11/08/2023 - 8-16 hours per month - Provide General Financial Counseling to Armed Service Members. The responsibilities include helping Armed Service Members adjust to military life and help them maintain readiness by helping with the financial component of their personal live, on-demand for non-working hours (drill weekends to Armed Service Members, and there is no activity during working or trading hours. The position provides no investment advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-23
• S63 Uniform Securities Agent State Law Examination
  2018-11-30

Designations

Other Names

• Bob John Anderberg
• Bobby John Anderberg