Robert GavlakCRD 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.
Lpl Financial LLC
Strategic Wealth Partners, Ltd.
|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|
Total Assets Under Management344MILLIONS
Total Number of Accounts669ACCOUNTS
Average Account Value$514,649
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, LA, MD, NC, NE, NY, OH, SC, TX
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