Robert Kromer (CRD# 1448765) is an Investment Advisor Representative working at Rk Retirement Solutions LLC in Sun City West, AZ and has over 38 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rk Retirement Solutions LLC | Sun City, AZ | Aug 2017 - Current | 6 |
| Midwest Financial Group, Inc. | Shoreview, MN | Oct 1996 - Current | 27 |
| Securities America Advisors, Inc. | Finlayson, MN | May 2017 - Aug 2017 | < 1 |
| Securities America, Inc. | Finlayson, MN | Jul 2014 - Aug 2017 | 3 |
| Dalton Strategic Investment Services, Inc. | Knightstown, IN | Jun 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- MN
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Total Assets Under Management18MILLIONS
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Total Number of Accounts140ACCOUNTS
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Average Account Value$127,582
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, MN
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