RF
Robert Frank Blameuser
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 137149
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ADV data as of Sep 23, 2011
- Regulatory AUM
- $4.5M
- Discretionary
- $4.5M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 30
- Employees
- —
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Frank Blameuser | Registered representative | Chartered Financial Consultant | Oct 2009 (17y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/23/2011 | 527 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 23, 2011.
View current Form ADV (SEC/IAPD) ↗