Robert Wigfield has been Director of Operations of Selective Wealth Management since August 2025, is a control person of the firm and directly owns under 5% of it. Robert Wigfield holds a Finance degree from Liberty University.
Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.
Robert Wigfield is Wealth Advisor and Director of Operations of Selective Wealth Management. He provides comprehensive wealth management services to clients and oversees day-to-day operations for the firm. From 2020 to 2023 he led acquisitions at the firm, overseeing seven transactions.
- – present · 6 yearsForest, VA · Adviser representative · Firm CRD 164882
Professional designations
Listed by Selective Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Wigfield is registered as an investment adviser representative in 2 states. The first approvals date from July 2020; the most recent is Texas, in June 2021.
- TexasSince 15 June 2021
- VirginiaSince 17 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Gregory Wigfield
- CRD
- 7277469
- Firm
- Selective Wealth Management · CRD 164882
- Role
- Director of Operations
- Office
- 1149 VISTA PARK DRIVE, UNIT D, Forest, VA 24551
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- selectivewealthmanagement.com
Where does Robert Wigfield work?
Robert Wigfield has been Director of Operations of Selective Wealth Management, Inc. since August 2025, and is a control person of the firm.
Is Robert Wigfield a financial advisor?
Yes. Robert Wigfield has a current investment-adviser registration in Texas and Virginia, through Selective Wealth Management since July 2020.
How many years of experience does Robert Wigfield have?
Robert Wigfield has 6 years in the financial industry, since July 2020, across 1 adviser firm.
What exams has Robert Wigfield passed?
Robert Wigfield passed the Series 65 in July 2020.
Where is Robert Wigfield based?
Robert Wigfield’s registered office is in Forest, VA.
Is Robert Wigfield registered with FINRA?
No. Robert Wigfield has no current broker registration.
Is Robert Wigfield a CFP?
Selective Wealth Management lists Robert Wigfield with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Robert Wigfield biography, selectivewealthmanagement.com
How can I verify Robert Wigfield’s record?
Search CRD 7277469 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Wigfield’s full registration record.
