Robert Gavlak (CRD# 5686543) is an Investment Advisor Representative and CERTIFIED FINANCIAL PLANNER(TM) working at Strategic Wealth Partners, Ltd. based in Independence, OH and has over 7 years of experience in the finance industry. Bob also runs the office in Columbus, OH as an extension to the main office and operations.
A graduate of Case Western Reserve University in Cleveland, OH, Bob loves the challenges of helping his clients navigate the problems in their lives through personal, thoughtful interactions.
As a Clevelander born and raised, Bob's midwest roots keep him tied to Cleveland sports teams, the Ohio State Buckeyes, and wrestling. He passes this love onto his family - including his wife and their three children.
Bob is also president of the Ohio Chapter of Gift of Adoption, a non-profit put in place to help fund grants to families looking to adopt vulnerable children to give them an opportunity to thrive.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Balance Wealth, LLC | Columbus, OH | Dec 2023 - Current | < 1 |
Wealthsource Partners, LLC | Columbus, OH | May 2019 - Current | 4 |
Amg Group LLC | Columbus, OH | Feb 2018 - Dec 2023 | 5 |
Surepath Wealth Management LLC | Columbus, OH | Apr 2019 - May 2021 | 2 |
Strategic Wealth Partners, Ltd. | Independence, OH | Apr 2012 - May 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
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Total Assets Under Management1,916MILLIONS
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Total Number of Accounts6,375ACCOUNTS
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Average Account Value$300,528
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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