Robert John Stahler
Investment adviser representative at Anchored Financial Planning LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$182.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Anchored Financial Planning LLCDec 2025 to now
- Edward JonesSep 2016 to Dec 2025
- Rental Real EstateAug 2013 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Anchored Financial Planning LLC
$182.9MAssets managed
500Clients
2Advisers
Under 1 yearIn 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
- 4903906
- Firm CRD
- 336537