Robert L Franer

About Robert L Franer

C: 51••••••83 / E: r•••••@castellumfinancialadvice.comRobert attended Belmont Abbey College in North Carolina where he received an Honors Fellowship through the college\'s Honors Institute, and graduated in May 2012 with a Political Philosophy degree, Cum Laude, and with Honors. After returning to Cincinnati he joined his father\'s business in August of 2012 and became a full time adviser in 2015. He lives with his beautiful wife, Abbey, and their sons near Batavia. Robert loves spending time with his family, reading, continuing to learn, basketball, and has stepped up his golf game. He and his family are parishioners of St. Gertrude Parish in Madeira.Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.I offer the following products or services- Wealth Management- Financial Plans- Common Stock- Stock Options- Mutual Funds- Bonds (in Mutual Fund Form only)- Municipal Bonds (in Mutual Fund Form only)- IRAs- Roth IRAs- Sep IRAs- Individual Accounts (taxable)- Joint Accounts (for example a taxable account for a husband and wife)- Trust Accounts- 529 Plans- Needs Analysis for: Accumulation for a goal(s) Annuity Income Asset Allocation Asset Protection Business Insurance Disability Insurance Education Goals Estate Planning Human Life Value Life Insurance Need Long Term Care Need Retirement

Experience

1. Wealth Advisor

   Castellum Financial

   Aug 2015 — Present · Cincinnati, OH, US

   I am registered to do business in the states of FL, KY, NC, OH, SC, TX.Securities, Financial Planning, and Advisory Services offered through LPL Financial a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'contact info\' section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Belmont Abbey College

  Political Science, Political Philosophy

  2008 — 2012

Skills

• Asset Management
• Portfolio Management
• Financial Planning
• Mutual Funds
• Securities
• Financial Services
• Investing
• Strategic Asset Allocation
• Customer Service
• Research
• Investments
• Finance
• Retirement Planning
• Financial Analysis
• Portfolio Risk Analysis