Robert B Wellendorf

Current Employers

Employment History

• 12/2014 → 12/2019
  Cambridge Investment Research Inc
  Fairfield, IA
• 12/2014 → 05/2019
  Cambridge Investment Research Advisors Inc
  Fairfield, IA
• 03/2019 → Present
  Executive Wealth Partners
  Omaha, NE

Previous Registrations

• 2014-12-15 → 2019-05-29
  Cambridge Investment Research Advisors, Inc.
  Omaha, NE
• 2010-10-01 → 2014-12-12
  Financial West Group
  Westlake Village, CA
  Omaha, NE
  Syosset, NY
  Westlake Village, CA
  Westlake Village, CA
• 2008-02-01 → 2010-09-13
  Kestra Investment Services, Llc
  Omaha, NE
  Austin, TX
• 2000-05-19 → 2008-01-31
  Mml Investors Services, Llc
  Omaha, NE
  Omaha, NE

Other Businesses

1) EXECUTIVE WEALTH STRATEGIES LLC - OWNER. 3/2020 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE A) PROVIDING CONSULTING AND GUIDANCE TO BUSINESS OWNERS AND THEIR FAMILIES, B) SPEAKING ENGAGEMENTS AND TRAINING, C) PROVIDING CONSULTING AND POLICY AUDITS FOR FIXED LIFE INSURANCE PRODUCTS AND D) INDEPENDENT INSURANCE AGENT. 9802 NICHOLAS ST, STE 375, OMAHA, NE. 15 HRS/WK, 8 HRS/WK DURING TRADING HOURS. 2) RBWII PROPERTIES, LLC - OWNER, 7/2015 TO PRESENT. NOT INVESTMENT RELATED. OWNER OF BUILDING USED FOR COMMERCIAL RENTAL PROPERTY. EXECUTIVE WEALTH PARTNERS OCCUPIES PART OF THE BUILDING. DUTIES INCLUDE:REVIEW FINANCIALS. 9802 NICHOLAS ST. SUITE 375 OMAHA, NE, USA, 68114. SPENDS 3 HOURS/YEAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-11
• S63 Uniform Securities Agent State Law Examination
  1990-05-21

Other Names

• Robert B Ii Wellendorf