RM
Robert Michael Bard
CRD 2926578
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| The Planning Project Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Planning Project Llc
Member · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗