FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Company Name - City, State

Diversified Asset Planners, INC. 

Robert Thompson

Robert Thompson

Registered Representative

ASSISTANT: Bitta Weaver-- bitta.weaver@jwcemail.com

ASSISTANT: Tina Barber-- tina.barber@jwcemail.com 

Bob began his career as a registered representative with Diversified Asset Planners, INC. January 1, 2006. He is located in the Lock Haven Office. Bob works primarily with individuals, families and small businesses – focusing on all aspects of financial and retirement planning. He holds FINRA Series 7 and 63 securities licenses, along with Life & Annuities, Accident & Health and Property & Casualty licenses. In 2011, Bob was recognized for outstanding achievement from his broker-dealer, J. W. Cole, Financial, Inc. Bob is a member of Ed Slott’s Elite IRA Advisor Group.

Bob is an elder and board member at the Blanchard Church of Christ; Vice-President of the Clinton County United Way; and a past graduate of  Leadership Clinton County and active member of its Alumni. He is active in mission work in Haiti & Honduras and he is a supporter of many local, non-profit activities and organizations. He enjoys 4-wheeling with the Central Mountains ATV Association and following local sports, especially those his grandchildren are involved in.