Paul Robak, financial advisor Clarkston MI
96 score

Paul Robak

CRD Number: 3109035
Current Firm: Ameritas Investment Corp

Paul Robak (CRD# 3109035) is an Investment Advisor Representative working at Ameritas Investment Corp in Clarkston, MI and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Young Living Essential Oils Waterford, MI Jan 2015 - Current 1
Waterford Our Lady Of The Lakes High School Waterford, MI Nov 2007 - Current 9
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 10
Ameritas Life Insurance Corp Lincoln, NE Jun 2006 - Current 10
Rental Property Waterford, MI Aug 2003 - Current 13
Walters Financial Group Clarkston, MI May 1998 - Current 18
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH May 1998 - Dec 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Paul G. Robak
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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