Robert Wrona
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
12 years in the industry.
- LPL Enterprise, LLCApr 2026 to now
- Crouse BuildersDec 2025 to Mar 2026
- Calvary Baptist ChurchJun 2025 to Nov 2025
- Regal Investment Advisors, LLCAug 2024 to Jun 2025
- Regulus Financial Group, LLCAug 2024 to Jun 2025
- Calvary Baptist ChurchJun 2024 to Sep 2024
- UnemployedMay 2023 to Jun 2024
- United Planners Financial ServicesJul 2021 to May 2023
- Robert Wrona (life & Health Insurance License)Dec 2015 to Jul 2021
- USA FinancialJul 2014 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6399431
- Firm CRD
- 8733