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Robert Lynn Huish

Advisor at Cetera — Flemington, MO

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Flemington, MO

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,115 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Robert Huish is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at First Financial Equity Corporation and Muhlenfeld & Huish. Outside of advising, he owns and operates Huish Ranch, a farm where neighbors are allowed to harvest and sell hay and where he is adding farm animals. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Flemington, MO

Flemington MO

Advisors at this office

1

Most active in

Arizona · Missouri · Texas

Work history

27 years of industry experience

Cetera

2024 - Present • 2 years

Schaumburg, IL

Huish Wealth Management Llc

2021 - Present • 5 years

Scottsdale, AZ

Cetera Advisors LLC

2021 - Present • 5 years

St. Cloud, MN

First Financial Equity Corporation

2009 - 2021 • 12 years

Scottsdale, AZ

Muhlenfeld & Huish

1999 - 2021 • 22 years

Scottsdale, AZ

Disclosures

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

Business activities & affiliations

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