Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kolb is an investment advisor representative with Gradient Advisors, LLC. Robert has been in the industry since 1998, and holds both Series 63 and Series 65 licenses. Robert has a specialization in various areas of financial advising including financial planning, pension consulting, selection of other advisors and portfolio management. Prior to working at Gradient Advisors, LLC, Robert was employed at Corecap Investments, Inc., Securities Management & Research, Inc., and MML Investors Services, Inc.
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.
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.
Referral fees
1
2
MN
06/07/2022 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
MI
02/07/2018 - 03/26/2018
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
MI
01/14/2015 - 02/02/2017
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
CA
01/17/2007 - 12/03/2014
SECURITIES MANAGEMENT & RESEARCH, INC. (ROCKLIN CA)
CA
04/14/2004 - 01/11/2007
MML INVESTORS SERVICES, INC. (ROSEVILLE CA)
NE
01/12/1998 - 04/14/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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