Robert Korljan, financial advisor Phoenix AZ

Robert Korljan

CRD Number: 2313014
Current Firm: Eaton-cambridge Inc.

Robert Korljan (CRD# 2313014) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 31 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Phoenix AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Phoenix AZ
Dustin G. Suttle
CRD# 4607086
Origin Investment Advisory LLC
Similar Advisors
Michael Abbate, financial advisor Phoenix AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Professional Designations
Company Name Location Dates Years
Johnson Wealth Management, LLC Phoenix, AZ Feb 2020 - Current 4
Cambridge Tax Advisory, LLC Phoenix, AZ Oct 2004 - Current 19
Cambridge Tax Advisory, LLC Phoenix, AZ Oct 2004 - Current 19
Roosevelt Community Church Phoenix, AZ Jun 2003 - Current 20
Corporate Benefit Services, Inc. Phoenix, AZ Jul 2002 - Current 21
Eaton-cambridge Inc. Phoenix, AZ Jan 1999 - Current 25
Eaton-cambridge Cpa Pc Phoenix, AZ Oct 2017 - Dec 2022 5
Eaton-cambridge Cpa, Pc (formerly Robert R Korljan Cpa, Ltd) Scottsdale, AZ Oct 2013 - Dec 2022 9
Robert Korljan, Ltd Phoenix, AZ Jan 1992 - Apr 2017 25
The Bridge Tax Advisory, LLC Phoenix, AZ Jun 2016 - Dec 2016 < 1
Omega Family Wealth Counseling, LLC Phoenix, AZ Aug 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Robert R. Korljan
Phone Number: (480) 385-7399
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    320
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $364,336
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, IL, MI, MO, TX

Ready to hire a financial advisor? Get competitive proposals from Robert Korljan and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.