Eagle Strategies
42yrs
Top advisor by experience in Elkhorn
14yrs
Robert Stapleton
Full name on record: Robert James Stapleton
Financial advisor at Commonwealth Financial Network
Based in Elkhorn, Nebraska, Robert Stapleton is a fiduciary financial advisor with 14 years of industry experience. Robert joined Commonwealth Financial Network in 2019, after two years at Western International Securities and four years at Financial West Group. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 69 advisors with offices in Elkhorn, and one of 65 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office1315 N. 205th Street Suite 3, Elkhorn, NE 68022
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowCommonwealth Financial NetworkCurrent firm
- Aug 2017 – Jul 2019Western International Securities, Inc.Previously
- 2013 – 2017Financial West GroupPreviously
- Oct 2013 – Nov 2013TD Ameritrade, Inc.Previously
- Oct 2013 – Nov 2013TD Ameritrade Investment Management, LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Robert Stapleton. Robert works from the Elkhorn, NE office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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