Robert Schwarz, financial advisor Silver Lake KS

Robert Schwarz

CRD Number: 833465
Current Firm: Cobler Capital Management, LLC

Robert Schwarz (CRD# 833465) is an Investment Advisor Representative working at Cobler Capital Management, LLC in Silver Lake, KS and has over 27 years of experience in the finance industry. Robert Schwarz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Reardon, financial advisor Silver Lake KS
James N. Reardon
CRD# 1186862
Proactive Capital Management, Inc.
Similar Advisors
Desmond Henry, financial advisor Silver Lake KS
Desmond Henry
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Corey Alfonsi, financial advisor Silver Lake KS
Corey G. Alfonsi
CRD# 6399978
Edward Jones
Professional Designations
Company Name Location Dates Years
Cobler Capital Management, LLC Silver Lake, KS Jan 2018 - Current 6
Jakuco, Inc. Silver Lake, KS Jan 2003 - Current 21
Schwarz Bros. Silver Lake, KS Jul 1995 - Current 28
Ofg Financial Services, Inc. Topeka, KS Apr 1992 - Current 31
Oregon Trail Office Silver Lake, KS Jan 1992 - Current 32
Bob Schwarz, Cfp Silver Lake, KS Aug 1991 - Current 32
Schwaarz Insurance Group, Inc. Silver Lake, KS Sep 2013 - Jan 2019 5
Cobler Capital Management Silver Lake, KS Jul 2003 - Dec 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
Contact Info for Robert W. Schwarz
Phone Number: (785) 582-5805
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    835
    ACCOUNTS
  • Average Account Value
    $151,658
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, LA, MO, NE, TX

Ready to hire a financial advisor? Get competitive proposals from Robert Schwarz 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.