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Robert Frey, portrait

Robert Frey

Investment adviser representative at AGH Wealth Advisors in Wichita, KS

Investment adviser and broker registrationsUpdated

Robert Frey is an investment adviser representative at Agh Wealth Advisors, LLC, an investment adviser managing $456M, and works from its Wichita, KS office. Robert Frey has been registered through AGH Wealth Advisors since 23 April 2026, has 0 years in the industry across 1 firm and has passed the SIE, Series 7TO and Series 66.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Robert Frey has been an investment adviser representative at AGH Wealth Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners. Robert Frey holds an Associate of Science in Business Administration from Butler Community College.

Agh Wealth Advisors, LLC is a Wichita, KS firm with $456M under management, 489 clients and 6 advisers across 2 offices, as of its March 2026 filing.

Bob Frey is Financial Advisor of AGH Wealth Management. He has over 20 years of experience in the retirement plan industry, starting as an operations assistant and now serving as a financial advisor with the team. His focus has been on plan design, administration and operations.

  1. – present · under a year
    Wichita, KS · Adviser representative · Firm CRD 146796

Credentials and registrations

Professional designations

Listed by AGH Wealth Advisors

  • Qualified 401(k) Administrator (QKA®)
  • Certified Plan Fiduciary Advisor (CPFA®)

Investment adviser representative registrations

Robert Frey is registered as an investment adviser representative in Kansas, since April 2026.

  • KansasSince 23 April 2026

Examinations

Series 6614 April 2026
Name
Uniform Combined State Law Examination
Series 7TO7 January 2026
Name
General Securities Representative Examination
SIE21 December 2022
Name
Securities Industry Essentials Examination

Key facts

Full name
Robert E Frey
CRD
7625241
Firm
AGH Wealth Advisors · CRD 146796
Office
301 N. MAIN STREET, SUITE 1700, Wichita, KS 67202
Registration
Investment adviser and broker registrations
In the industry since
January 2026
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Robert Frey work?

Robert Frey is an investment adviser representative registered through Agh Wealth Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Robert Frey a financial advisor?

Yes. Robert Frey has a current investment-adviser registration in Kansas, through AGH Wealth Advisors since April 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Robert Frey have?

Robert Frey has 0 years in the financial industry, since January 2026, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Robert Frey passed?

Robert Frey has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2022.

Source: IAPD individual record, checked 23 October 2026

Where is Robert Frey based?

Robert Frey’s registered office is in Wichita, KS.

Source: IAPD individual record, checked 23 October 2026

Is Robert Frey registered with FINRA?

Yes. Robert Frey has a current broker registration, under CRD 7625241.

Source: FINRA BrokerCheck

How can I verify Robert Frey’s record?

Search CRD 7625241 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Frey’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at AGH Wealth Advisors

Sources

  1. IAPD individual record, CRD 7625241, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Agh Wealth Advisors, LLC, filed 2 March 2026. Executive officers and direct owners; this person is not among them.
  3. AGH Wealth Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.