Robert John Holton

Current Employers

Employment History

• 05/2016 → 05/2017
  Cleary Gull Advisors Inc.
  Milwaukee, WI
• 05/2017 → 03/2021
  Bmo Harris Financial Advisors, Inc.
  Milwaukee, WI
• 03/2021 → 06/2022
  Lpl Financial Llc
  Milwaukee, WI
• 06/2022 → 08/2023
  Avantax Investment Services Inc.
  Waukesha, WI
• 06/2022 → 08/2023
  Avantax Advisory Services
  Waukesha, WI
• 06/2022 → 07/2022
  R&R Wealth Management, Llc
  Waukesha, WI
• 07/2022 → Present
  R&R Wealth Management Llc
  Waukesha, WI
• 08/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2022-06-29 → 2023-09-05
  Avantax Advisory Services
  Waukesha, WI
• 2021-03-24 → 2022-07-05
  Lpl Financial Llc
  Milwaukee, WI
• 2017-06-05 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Milwaukee, WI
• 2016-05-12 → 2017-05-10
  Johnson Wealth Inc.
  Milwaukee, WI
• 2014-06-06 → 2016-06-02
  Cleary Gull Inc.
  Milwaukee, WI
  Milwaukee, WI
• 2012-07-02 → 2014-06-09
  First Allied Advisory Services, Inc.
  Brookfield, WI
• 2009-07-27 → 2012-07-02
  First Allied Securities, Inc.
  Brookfield, WI

Other Businesses

1. Fixed insurance sales; as of 7/10/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Board Member, Walters Buildings, Inc.; custom post frame building business; Located at 6600 Midland Ct., Allenton, WI 53002; as of 9/13/2024; 1% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner, The Westborough Group, LLC; Publishing company and book sales for "Barrel of Rattlesnakes"; Located inWaukesha, WI 53188; as of 02/04/2025; 5% of time spent during business hours; Conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-15

Other Names

• Robert Holton
• Robert J Holton