Robert Maks (CRD# 6938053) is an Investment Advisor Representative working at Cwm, LLC in Bingham Farms, MI and has over 5 years of experience in the finance industry. Robert Maks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Feb 2019 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2018 - Current | 5 |
| Stonebridge Financial Partners | Bingham Farms, MI | Apr 2018 - Current | 6 |
| Optimity Advisors | Washington, DC | Sep 2015 - Apr 2018 | 2 |
| Oakland Hills Country Club | Bloomfield Hills, MS | May 2015 - Sep 2015 | < 1 |
| Wake Forest University | Winston-salem, NC | Aug 2014 - May 2015 | < 1 |
| Dish Network | Englewood, CO | May 2014 - Aug 2014 | < 1 |
| Wake Forest University | Winston-salem, NC | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- MI
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
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