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Robert John Grossheim

Family Wealth Advisory Group, LLC

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About Robert John Grossheim

Robert John Grossheim is an Investment Advisor Representative at Family Wealth Advisory Group, LLC. Robert has been in the industry since 1990 and has experience in both the brokerage and advisory fields. Robert is a Certified Financial Planner and has a strong commitment to helping clients achieve their financial goals. Robert has experience working with individuals, families, businesses, and retirement plans.

Firm Information

Robert Grossheim is currently registered with Family Wealth Advisory Group, LLC. Family Wealth Advisory Group, LLC is an investment advisory firm based in Cincinnati, OH, with approximately $273,889,797 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and other advisory services, primarily to high-net-worth individuals, corporations, and individuals other than high-net-worth.
Family Wealth Advisory Group, LLC

7359 EAST KEMPER ROAD

CINCINNATI, OH 45249

$273.89M

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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matters not involving securities

Matters not involving securities

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Grossheim’s Registration & Firm History

OH

03/29/2004 - Present

Family Wealth Advisory Group, LLC (CINCINNATI OH)

IN

08/24/1990 - 04/05/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

08/24/1990 - 04/05/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 07/25/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/1999

Series 24 - General Securities Principal Examination

BC

Issued 08/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Grossheim.
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