Robert Alex Luten
Investment adviser representative at Vanguard Advisers, Inc.
10 yearsExperience
1 stateRegistered in
$344.6BFirm assets
31 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanguard Advisers, Inc.Aug 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Vanguard Marketing CorporationAug 2025 to now
- Luten Ventures, LLCFeb 2025 to now
- Charles Schwab & Co., Inc.Aug 2021 to Jun 2025
- TD AmeritradeJun 2020 to Aug 2021
- UnemployedMar 2020 to Jun 2020
- Oneamerica SecuritiesMay 2019 to Mar 2020
- American United LifeJan 2019 to Mar 2020
- UnemployedJan 2018 to Jan 2019
- Primary Residential MortgageDec 2017 to Jan 2018
- Countryplace MortgageAug 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 4352324
- Firm CRD
- 106715