Robert Henry
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals.
With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning.
Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Debt management
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTS
2024 - Present (2 years)
Janney Montgomery Scott LLC
2021 - 2024 (3 years)
Janney Montgomery Scott Llc
2017 - 2021 (4 years)
Janney Montgomery Scott Llc
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Michael G
Series 63, Series 65
Germantown, WI
Fidelity
Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.
Lisa B
Series 66
Germantown, WI
Edward Jones
Harmony T
Series 66
Cedarburg, WI
Edward Jones
Christopher P
Series 63, Series 65, Series 66
Menomonee Falls, WI
Edward Jones
Kevin C
Series 63, Series 66
Cedrburg, WI
Fidelity
Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual goals. He has over 25 years of experience in the financial services industry, working with a diverse range of clients to articulate and work towards their financial objectives. Prior to joining Fidelity in 2023, Kevin held various roles including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience spans multiple facets of financial advising and client service. Outside of his professional career, Kevin enjoys cooking and baking, football, gardening, parenthood, and traveling.
Alexis K
Series 63, Series 66
West Bend, WI
Edward Jones
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