Robert Hollmann, Cfp®, Cima®, Ms

Robert Hollmann, Cfp®, Cima®, Ms Email and Phone Number

Investment Manager at Nobilis Wealth LLC @ Nobilis Wealth LLC
Robert Hollmann, Cfp®, Cima®, Ms's Location
New York City Metropolitan Area, United States
Robert Hollmann, Cfp®, Cima®, Ms's Contact Details

Robert Hollmann, Cfp®, Cima®, Ms work email

Robert Hollmann, Cfp®, Cima®, Ms personal email

n/a
About Robert Hollmann, Cfp®, Cima®, Ms

Robert Hollmann, Cfp®, Cima®, Ms is a Investment Manager at Nobilis Wealth LLC at Nobilis Wealth LLC. He possess expertise in investments, investment management, portfolio management, investment strategies, financial planning and 9 more skills.

Robert Hollmann, Cfp®, Cima®, Ms's Current Company Details
Nobilis Wealth LLC

Nobilis Wealth Llc

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Investment Manager at Nobilis Wealth LLC
Robert Hollmann, Cfp®, Cima®, Ms Work Experience Details
  • Nobilis Wealth Llc
    Investment Manager, President
    Nobilis Wealth Llc Aug 2020 - Present
    Stamford, Connecticut, United States
    Great to have two new excellent partners for operational support and custody and clearing: Kestra Financial & NFS (a Fidelity Investments owned Co. for custody and clearing).Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), Anaffiliate Of Kestra IS. Nobilis Wealth, LLC is not affiliated with Kestra IS or Kestra AS. www.finra.org/www.spic.orgThis profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.
  • Wells Fargo Advisors
    Pim, Portfolio Manager
    Wells Fargo Advisors Oct 2016 - Aug 2020
    New York, New York
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOOSE VALUE
  • Wells Fargo Advisors
    First Vice President
    Wells Fargo Advisors Oct 2016 - Aug 2020
  • R. Hollmann Wealth Management Inc.
    President
    R. Hollmann Wealth Management Inc. Apr 1996 - Oct 2016
    Investment advisor

Robert Hollmann, Cfp®, Cima®, Ms Skills

Investments Investment Management Portfolio Management Investment Strategies Financial Planning Financial Services Wealth Management Retirement Planning Alternative Investments Risk Management Asset Allocation Investment Advisory Fixed Income Securities

Robert Hollmann, Cfp®, Cima®, Ms Education Details

Frequently Asked Questions about Robert Hollmann, Cfp®, Cima®, Ms

What company does Robert Hollmann, Cfp®, Cima®, Ms work for?

Robert Hollmann, Cfp®, Cima®, Ms works for Nobilis Wealth Llc

What is Robert Hollmann, Cfp®, Cima®, Ms's role at the current company?

Robert Hollmann, Cfp®, Cima®, Ms's current role is Investment Manager at Nobilis Wealth LLC.

What is Robert Hollmann, Cfp®, Cima®, Ms's email address?

Robert Hollmann, Cfp®, Cima®, Ms's email address is ro****@****ors.com

What schools did Robert Hollmann, Cfp®, Cima®, Ms attend?

Robert Hollmann, Cfp®, Cima®, Ms attended Massachusetts Institute Of Technology - Sloan School Of Management, Long Island University, University Of Massachusetts Lowell.

What skills is Robert Hollmann, Cfp®, Cima®, Ms known for?

Robert Hollmann, Cfp®, Cima®, Ms has skills like Investments, Investment Management, Portfolio Management, Investment Strategies, Financial Planning, Financial Services, Wealth Management, Retirement Planning, Alternative Investments, Risk Management, Asset Allocation, Investment Advisory.

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