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Robert Priester Ready

Investment adviser representative at Widmann Financial Services
25 yearsExperience
1 stateRegistered in
$466.8MFirm assets
8 yearsFirm in business

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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
  • Seminars and workshops

Experience

25 years in the industry.

  1. Widmann Financial Services, Inc.Mar 2001 to now
  2. Commonwealth Financial NetworkMar 2001 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (MD).

Widmann Financial Services

Legal name: Widmann Financial Services, Inc.

$466.8MAssets managed
551Clients
7Advisers
8 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
4140598
Firm CRD
289106
Advisor's SEC record (opens in a new tab)
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