William Robert Elger

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 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

• 03/2016 → 08/2019
  National Life Group
  Westerville, OH
• 03/2016 → 08/2019
  Equity Services, Inc
  Montpelier, VT
• 08/2019 → 04/2020
  Securities America, Inc.
  Columbus, OH
• 08/2019 → 04/2020
  Arbor Point Advisors
  Columbus, OH
• 05/2020 → Present
  Parkland Securities, Llc.
  Ann Arbor, MI
• 05/2020 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2019-08-22 → 2020-05-01
  Arbor Point Advisors
  Columbus, OH
• 2016-05-31 → 2019-08-23
  Equity Services, Inc.
  Columbus, OH
• 2007-09-07 → 2007-10-25
  Edward Jones
  Lewis Center, OH
  St Louis, MO

Other Businesses

Insurance Agent -- Various Insurance Sales through Various Insurance Companies.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-23

Other Names

• Rob Elger