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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 Bettermann is a financial advisor with Osaic Wealth, Inc. Robert has been in the financial industry since 2000 and holds both the Series 6 and 63 securities licenses as well as the Series 65 investment advisor license. Robert's experience encompasses various areas of financial planning including portfolio management for individuals and businesses, financial planning, and pension consulting. In addition to his work with Osaic Wealth, Inc., Robert also works as a Financial Consultant for Capstone Financial Planning, LLC, a financial planning firm that engages in the sale of securities, life insurance, and annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
IL
06/20/2024 - Present
Osaic Wealth, Inc. (LAKE BLUFF IL)
IL
09/20/2019 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE BLUFF IL)
IL
01/03/2017 - 09/20/2019
ST. BERNARD FINANCIAL SERVICES, INC. (Lake Bluff IL)
IL
07/27/2009 - 12/31/2016
BROOKLIGHT PLACE SECURITIES, INC. (CHICAGO IL)
IL
05/01/2006 - 07/02/2009
EVOLVE SECURITIES, INC. (GURNEE IL)
TX
05/16/2000 - 05/01/2006
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
IA
Issued 05/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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