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Robert John Leiphart

RB Capital Management, LLC

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About Robert John Leiphart

Robert Leiphart is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with RB Capital Management, LLC, and holds a Series 7, Series 6, Series 63 and Series 65 licenses. Robert also holds the Certified Financial Planner designation. Prior to joining RB Capital Management, LLC, Robert was employed by Sloan Securities Corp, Gunnallen Financial, Inc and American Scandia Marketing, Inc. Robert specializes in financial planning, portfolio management for individuals and pension consulting.

Firm Information

Robert Leiphart is currently registered with RB Capital Management, LLC. RB Capital Management, LLC is an investment advisor headquartered in Reno, Nevada with over $717 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 11 investment adviser representatives and serves a diverse clientele, including high-net-worth individuals, pension plans, and corporations. RB Capital Management participates in wrap fee programs.
RB Capital Management, LLC

5365 RENO CORPORATE DR.

RENO, NV 89511

$717.58M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Leiphart’s Registration & Firm History

CT

01/08/2016 - Present

RB Capital Management, LLC (Shelton CT)

NJ

10/05/2004 - 04/05/2006

SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)

FL

03/24/2004 - 10/06/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

CT

03/14/2000 - 02/26/2004

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 10/23/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/19/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Leiphart.
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