Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Erick Bjorseth is a financial advisor who has been in the industry since 1998. Robert is currently registered with Onedigital Investment Advisors in Overland Park, Kansas. Robert has a broad range of experience, having previously worked with LPL Financial LLC, Triad Advisors, Inc., and Resources Investment Advisors. Robert holds Series 7, 31, and 63 securities licenses, as well as Series 65 investment advisor license. Robert is a specialist in retirement planning, investment management, and portfolio management.
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
KS
01/02/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/16/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
07/01/2009 - 11/30/2010
NRP FINANCIAL, INC. (LEAWOOD KS)
KS
04/10/2007 - 07/01/2009
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
07/24/2001 - 04/23/2007
CITIGROUP GLOBAL MARKETS INC. (LEAWOOD KS)
MO
06/12/1998 - 08/01/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 09/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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