Robert Gavlak, financial advisor Columbus OH

Robert Gavlak

CRD Number: 5686543
Current Firm: Wealthsource®
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
Balance Wealth, LLC Columbus, OH Dec 2023 - Current < 1
Wealthsource Partners, LLC Columbus, OH May 2019 - Current 4
Amg Group LLC Columbus, OH Feb 2018 - Dec 2023 5
Surepath Wealth Management LLC Columbus, OH Apr 2019 - May 2021 2
Strategic Wealth Partners, Ltd. Independence, OH Apr 2012 - May 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Robert J. Gavlak
By the Numbers
  • Total Assets Under Management
    1,916
    MILLIONS
  • Total Number of Accounts
    6,375
    ACCOUNTS
  • Average Account Value
    $300,528
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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