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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert George Swenson is a financial advisor with Orba Wealth Advisors, LLC. He has been registered with the state of Illinois as an Investment Advisor Representative since December 2019. Swenson has also been registered with the state of Texas as an Investment Advisor Representative since November 2023. He has passed the Uniform Investment Adviser Law Examination (Series 65). Previously, Swenson worked at OSTROW REISIN BERK & ABRAMS, LTD. Robert George Swenson has experience working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and other investment advisors.
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.
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.
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IL
11/05/2023 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IA
Issued 12/03/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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