Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Bockel is an investment advisor representative at Onedigital Investment Advisors, located in Overland Park, Kansas. Robert has been in the financial services industry since July 2002. Robert is registered with the state of Illinois, and holds a Series 6, Series 63, and Series 65 securities licenses as well as the SIE examination. Robert is also registered with FINRA as a Registered Representative and is active in the brokerage side of the financial services industry.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
07/14/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IL
07/09/2021 - 08/23/2024
TRIAD ADVISORS LLC (Oak Brook IL)
IL
04/28/2014 - 07/12/2021
HORNOR, TOWNSEND & KENT, LLC (CHICAGO IL)
IL
03/08/2013 - 05/09/2014
ONEAMERICA SECURITIES, INC. (CHICAGO IL)
IL
07/09/2002 - 03/18/2013
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IA
Issued 12/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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