Robert Rossi, financial advisor Lincoln NE
96 score

Robert Rossi

CRD Number: 2972148
Current Firm: R2 Wealth Management Partners

Robert Rossi (CRD# 2972148) is an Investment Advisor Representative working at R2 Wealth Management Partners in Lincoln, NE and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America Inc. Lincoln, NE Feb 2016 - Current 1
Paradigm Wealth LLC Lincoln, NE Feb 2016 - Current 1
R2 Wealth Management Partners Lincoln, NE Mar 2014 - Current 3
Rossi Financial Services Lincoln, NE Jan 1998 - Current 19
Fsc Securities Corporation Lincoln, NE Feb 1998 - Feb 2016 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Robert J. Rossi
Phone Number: 402-489-0941
Firm Website:
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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

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