Roberta Bear Ferguson
Investment adviser representative at Aberdeen Wealth Management LLC
26 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$699.1MFirm 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
Experience
26 years in the industry.
- Aberdeen Wealth Management LLCJun 2000 to now
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Aberdeen Wealth Management LLC
$699.1MAssets managed
136Clients
2Advisers
26 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
- 4358311
- Firm CRD
- 108525