Robert William Taylor
Investment adviser representative at Wealthplan Investment Management LLC
33 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Wealthplan Investment Management LLCMar 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Mar 2026
- Wealthplan PartnersJun 2018 to Mar 2026
- Securities America, Inc.Jun 2018 to Jun 2024
- UnemployedFeb 2018 to Jun 2018
- Fidelity Brokerage Services, Inc.Dec 1993 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2596525
- Firm CRD
- 311364