Robert Kolb (CRD# 2985157) is an Investment Advisor Representative working at Gradient Advisors, LLC in Rocklin, CA and has over 25 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Advisors LLC | Arden Hills, MN | Jun 2022 - Current | 1 |
| Kolb Financial & Ins Services | Rocklin, CA | Dec 2006 - Current | 17 |
| Go Green Financial & Ins Services | Rocklin, CA | May 2014 - Jun 2023 | 9 |
| Securities Management And Research, Inc. | League City, TX | Jan 2007 - Jan 2018 | 11 |
| Mml Investors Services Inc. | Springfield, MA | Apr 2004 - Jan 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management177MILLIONS
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Total Number of Accounts1,434ACCOUNTS
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Average Account Value$123,502
- A percentage of assets under your management
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- 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)
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