Robert Gavlak, financial advisor Independence OH

Robert Gavlak

CRD Number: 5686543
Current Firm: Strategic Wealth Partners, Ltd.
Compensation Model: Both

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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Strategic Wealth Partners, Ltd. Seven Hills, OH Apr 2012 - Current 8
Securities America Inc. Lavista, NE Sep 2010 - Current 10
Cedarbrook Financial Partners Cleveland, OH Jun 2009 - Apr 2012 2
Fresh Fork Market Brunswick, OH Aug 2007 - Aug 2009 2
Sherwin Williams Company Cleveland, OH Apr 2007 - Nov 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Robert J. Gavlak
Phone Number: (216) 800-9000
Advisor Website: http://www.swpconnect.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    344
    MILLIONS
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $514,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MD, NC, NE, NY, OH, SC, TX

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