Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kenneth Leibham is a financial advisor who has been in the industry since 1998. Robert is currently registered with LPL Financial LLC. Robert has worked for several other firms including INVEST FINANCIAL CORPORATION and BANC ONE SECURITIES CORPORATION. Robert is licensed to provide advisory services in 22 states. Robert has several professional designations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/14/2018 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
08/14/2002 - 02/14/2018
INVEST FINANCIAL CORPORATION (KOHLER WI)
IL
10/20/1998 - 08/13/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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