Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Landgraf is a financial advisor registered with Strategic Wealth Group. Robert is a Certified Financial Planner® professional and has over 15 years of experience in the financial services industry. Robert has been registered as an investment advisor representative with Strategic Wealth Group since February 2022. Prior to that, Robert was employed at RBC Capital Markets, LLC and Pruco Securities, LLC. Robert holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Robert specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Strategic Wealth Group provides investment advisory services to individuals, businesses, and institutions. The firm has been in business for over 25 years and has a team of experienced financial advisors who are committed to helping their clients achieve their financial goals.
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.
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
02/24/2022 - Present
Strategic Wealth Group (EDEN PRAIRIE MN)
MN
08/03/2010 - 05/06/2016
RBC CAPITAL MARKETS, LLC (ROCHESTER MN)
MN
08/09/2007 - 08/03/2010
PRUCO SECURITIES, LLC. (ROCHESTER MN)
IA
Issued 08/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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