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Robert M Koch

Rossby Financial, LLC

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About Robert M Koch

Robert M. Koch is a registered Investment Advisor Representative with Rossby Financial, LLC. Robert has been in the financial services industry since February 2011. Robert is currently registered with the states of Florida and Wisconsin. Robert has a Series 63 and 65 license. Robert is also a board member for Wisconsin Masonic Home Inc. and is affiliated with Red Oak Advisors, a DBA name for advisory services offered under Rossby Financial, LLC. Robert is a skilled and experienced advisor, offering various services, including financial planning, portfolio management, and pension consulting.

Firm Information

Robert Koch is currently registered with Rossby Financial, LLC. Rossby Financial, LLC is a registered investment advisor based in Melbourne, FL. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. They have over $107 million in regulatory assets under management and work with a variety of clients, including high-net-worth individuals and other individuals. The firm participates in wrap fee programs.
Rossby Financial, LLC

2413 IRWIN STREET

MELBOURNE, FL 32901

$107.34M

Assets Under Management

Not reported

Total Clients

18

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

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 Koch’s Registration & Firm History

FL

11/30/2023 - Present

Rossby Financial, LLC (MELBOURNE FL)

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Licenses & Designations

BC

Issued 12/03/2012

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/13/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert M Koch.
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