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Robert W

Series 63, Series 66

Springdale, AR

CL Wealth Management LLC

Robert Waddell is a financial advisor with CL Wealth Management LLC in Springdale, AR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CL Wealth Management since 2017 and operates Waddell Wealth Management as a DBA since 2008. Outside of finance, he is the owner of the Habitual Smokers Barbecue Team, a competition barbecue cooking team active since 1996. CL Wealth Management LLC provides portfolio advisory and financial planning services for individuals and various entities, offering both discretionary and non-discretionary management. The firm utilizes a range of strategies, including fundamental and technical analysis, model portfolios, and option strategies, with accounts monitored continuously to align with client objectives.

Options & derivatives strategies Tax-loss harvesting Wealth management
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