Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Strommen is an investment advisor representative at Oakwood Capital, Inc. Robert has over 40 years of experience in the financial services industry. Robert specializes in working with high-net-worth individuals, corporations, and other businesses. Robert provides financial planning, portfolio management, and pension consulting services. Robert is registered to provide investment advice in Florida, Minnesota, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
10/25/2013 - Present
Oakwood Capital, Inc. (ST. LOUIS PARK MN)
MN
04/05/2010 - 11/15/2012
SUMMIT BROKERAGE SERVICES, INC. (ST.PAUL MN)
IA
02/19/2010 - 02/26/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MN
02/03/2006 - 01/04/2010
WOODBURY FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/18/2003 - 02/17/2006
TOWER SQUARE SECURITIES, INC. (MINNEAPOLIS MN)
NY
05/03/1999 - 02/18/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/27/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MN
07/13/1990 - 04/20/1993
CAPITAL MANAGEMENT SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/05/1989 - 07/17/1990
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
NA
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO.
MO
01/02/1980 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
NA
03/06/1979 - 12/25/1979
PLANNERS FINANCIAL SERVICES, INC.
IA
Issued 10/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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