Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruben? Claim Your ProfileRuben Rivas is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC in Milwaukee, WI. Ruben has been in the securities industry since December 2013. Ruben has Series 7, Series 66, and SIE licenses. Previously, Ruben was employed with U.S. Bancorp Investments, Inc. and Robert W. Baird & Co. Incorporated. Ruben is a specialist in: portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, financial planning, pension consulting and educational seminars.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
WI
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Milwaukee WI)
WI
01/28/2020 - 02/23/2023
U.S. BANCORP INVESTMENTS, INC. (MILWAUKEE WI)
WI
08/19/2016 - 01/21/2020
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ruben Rivas is the right advisor for you? Invested Better is here to help.
