Robert William Bedinghaus

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2015 → 12/2022
  Edward Jones
  St Louis, MO
• 12/2022 → Present
  Raymond James Financial Services, Inc.
  Lebanon, OH
• 12/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Lebanon, OH
• 12/2022 → Present
  Bedinghaus Wealth Planning Llc
  Lebanon, OH

Previous Registrations

• 2015-11-02 → 2022-12-02
  Edward Jones
  Mason, OH
  Loveland, OH
  St Louis, MO
  Lebanon, OH

Other Businesses

(1) Name of Business: Address: 990 Belvedere Dr Ste B, Lebanon, OH, 45036-1193, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 04/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Book has been published. (2) Name of Business: Dutch Masters Investments LLC Address: 10308 Murdock Goshen Rd, Loveland, OH, 45140, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 04/30/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole member LLC for passive private investments. My wife is the sole member, I am a co-manager of the LLC. The only current investment under this is the Lebanon Brewing Company, which is described in another OBA disclosure. This is simply a LLC for passive private investments

Exams

• S66 Uniform Combined State Law Examination
  2015-08-24

Designations

• Certified Financial Planner

Other Names

• Rob William Bedinghaus