Investment Adviser Representative · Widmann Financial Services
Robert P. Ready
CRD 4140598 · Named on Form ADV at one SEC-registered adviser
At a glance
Widmann Financial Services, an SEC-registered wealth manager based in Bowie, MD with $467 million in regulatory assets, lists Robert P. Ready on its Form ADV as Investment Adviser Representative.
Firms and roles
- Widmann Financial ServicesInvestment Adviser RepresentativeWealth manager · Bowie, MD · $467M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Arden T. WidmannPresident, Chief Compliance Officer, Director, Widmann Financial Services
- Laura A. RuizCOO, Compliance Manager, Widmann Financial Services
- William GainesInvestment Adviser Representative, Widmann Financial Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.