Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Greulich is a financial advisor with over 40 years of experience in the financial services industry. Robert is currently registered with Onedigital Investment Advisors and has been with the firm since October 2020. Prior to that, Robert was affiliated with Triad Advisors LLC and Hornor, Townsend & Kent, LLC. Robert provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Robert is also a registered investment advisor in Illinois.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
10/15/2020 - Present
Onedigital Investment Advisors (Oak Brook IL)
IL
10/01/2020 - 08/23/2024
TRIAD ADVISORS LLC (Oak Brook IL)
IL
04/22/2010 - 10/02/2020
HORNOR, TOWNSEND & KENT, LLC (OAK BROOK IL)
IL
11/26/1981 - 04/27/2010
AXA ADVISORS, LLC (OAK BROOK IL)
NY
11/26/1981 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/26/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/24/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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