Robert Raul kalani Shipe
Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Robert Raul kalani Shipe? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
31 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCAug 2021 to now
- Financial Offices of Robert R Shipe, LLC dba Wilde Wealth ManageAug 2021 to now
- Wilde Wealth Management GroupJul 2021 to now
- Absolute Janitorial LLC, dba Absolute JanitorialJan 2022 to Dec 2024
- Edward JonesMar 2011 to Aug 2021
- Absolute JanitorialJan 1995 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5896463
- Firm CRD
- 105644