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Robert Wayne Falter

Advisor at Signal Advisors Wealth, LLC — Harrisonburg, VA

Updated today

Credentials

Series 65

Experience

7 years

Location

Harrisonburg, VA 22801

Signal Advisors Wealth, LLC logo

Signal Advisors Wealth, LLC

Multi-team

Total advisors

47

Across 30 offices

Clients per advisor

102 Very High

Avg AUM per client

$350,809 Low

HNW client ratio

10% Low

About

Robert Falter is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He has worked with several firms, including Reliable Wealth Financial Group, LLC, where he serves as CEO and is involved in insurance sales and services. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment advisers. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation, sector rotation, and a mix of fundamental, quantitative, and technical analysis across various asset classes.

Client services

Based on Signal Advisors Wealth, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Signal Advisors Wealth, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting

Occupation focus

Based on Signal Advisors Wealth, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees charged on a fixed fee basis, negotiated based on complexity

Percentage

1.00% maximum annual advisory fee charged to Independent RIAs; maximum 2.00% maximum annual advisory fee for clients directly contracted with Signal Wealth serviced by Signal Wealth IARs

Commissions

Insurance commissions from 6% to 10% of premium on Fixed Indexed Annuities (FIAs) and Multi-Year Guaranteed Annuities (MYGAs), earned by insurance-licensed IARs outside of advisory relationship

Other

Fee-only: Financial planning fixed fees, negotiable, less than $1,200 if charged more than six months in advance

Location

See office

Harrisonburg, VA

370 Neff Avnue Suite J9

Harrisonburg VA 22801

Advisors at this office

1

Most active in

Virginia

Work history

7 years of industry experience

Signal Advisors Wealth, LLC

2025 - Present • 1 year

Detroit, MI

Reliable Wealth Financial Group, LLC

2020 - Present • 6 years

Harrisonburg, VA

AEWealth Management, LLC

2020 - 2025 • 5 years

Topeka, KS

Peason Financial Group

2017 - 2019 • 2 years

Staunton, VA

Shenandoah Insurance and Investments Co., LLC

2009 - 2020 • 11 years

Staunton, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael I

Series 65

Harrisonburg, VA

BPD Wealth Management LLC

Michael Ilagan is a financial advisor with BPD Wealth Management LLC in Harrisonburg, VA, holding a Series 65 designation and 18 years of industry experience. He is also employed as an emergency physician and partner at Harrisonburg Emergency Physicians since 2004. BPD Wealth Management provides discretionary portfolio management primarily for individual clients, with a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis. The firm manages approximately $4.56 million in discretionary assets and serves a range of client types, employing both long- and short-term trading strategies.

Active portfolio management Doctor or Medical Professional
user avatar

John G

Series 66

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira III is a financial advisor at GIRA & GIRA Investment Advisors LLC with 17 years of industry experience. He has been with the firm since 2013 and holds a Series 66 designation. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis for portfolio construction and manages assets primarily on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Andrew L

CFP®, CFA®, Series 63, Series 66

Harrisonburg, VA

Strategent Financial, LLC

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

John G

Series 63, Series 65

Harrisonburg, VA

GIRA & GIRA Investment Advisors LLC

John Gira is a financial advisor with GIRA & GIRA Investment Advisors LLC in Harrisonburg, VA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with GIRA & GIRA since 2013. GIRA & GIRA Investment Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. The firm employs a macroeconomic approach combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies
user avatar

Debbie B

Series 65

Harrisonburg, VA

Strategent Financial, LLC

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Eric B

Series 65

Bridgewater, VA

J.S. Replogle & Associates LLC

Eric Barkey is a financial advisor at J.S. Replogle & Associates LLC with 16 years of industry experience. He holds the Series 65 designation and has been with J.S. Replogle & Associates since 2018. Outside of his advisory role, he owns Barkey Notary Services, LLC, a notary business to which he dedicates up to 20 hours per week. J.S. Replogle & Associates LLC provides discretionary portfolio management and financial consulting to individual and high-net-worth clients, managing approximately $40 million across about 90 accounts. The firm combines fundamental and technical investment approaches and offers services including ongoing portfolio management and targeted consulting such as deferred charitable gift planning.

Charitable giving & philanthropy
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