Robert J. Bukowski

ALPHA INVESTMENT CONSULTING GROUP

MILWAUKEE, WI 53202

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CRD#: 1005454

Professional summary

Robert John Bukowski is a registered financial advisor currently at ALPHA INVESTMENT CONSULTING GROUP, LLC located in Milwaukee, Wisconsin.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 6 firms and has passed the Series 63, Series 3, Series 5, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Bukowski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 21, 2006 - Present

ALPHA INVESTMENT CONSULTING GROUP, LLC

Office #1: 111 E. Kilbourn Suite 1600, Milwaukee, WI 53202

RIA

CRD#: 139721

MILWAUKEE, WI

Past

February 6, 1989 - September 23, 1992

LISS FINANCIAL SERVICES

CRD#: 21950

Past

June 18, 1987 - February 22, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Past

December 28, 1981 - June 27, 1987

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

Past

November 25, 1981 - June 23, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Past

September 1, 1981 - September 3, 1981

AFFILIATED INVESTMENT SECURITIES, INC.

CRD#: 10039

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALPHA INVESTMENT CONSULTING GROUP, LLC

CRD#: 139721 / SEC#: 801-66652

RIA

Registered Investment Advisory firm - (6/9/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(8/21/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/4/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/4/1982

National Commodity Futures Examination

General Industry/Product Exam

Series 5

Date: 12/12/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 11/21/1981

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/20/1981

Direct Participation Programs Representative Examination

Current Firm

ALPHA INVESTMENT CONSULTING GROUP, LLC

CRD#: 139721 / SEC#: 801-66652

RIA

Registered Investment Advisory firm - (6/9/2006 Approved)

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Contact information

Main Address

111 East Kilbourn Avenue Suite 1600, Milwaukee, WI 53202

Mailing Address

Phone number

(414) 319-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 635,720,897

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Bukowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Bukowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

LISS FINANCIAL SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS ASSET MANAGEMENT (US) INC.

UBS FINANCIAL SERVICES INC.

AFFILIATED INVESTMENT SECURITIES, INC.

Primary Firm SEC Registration

ALPHA INVESTMENT CONSULTING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/1981

Series 3

Date: 8/4/1982

Series 5

Date: 12/12/1981

Series 7

Date: 11/21/1981

Series 22

Date: 3/20/1981

Current Firm

ALPHA INVESTMENT CONSULTING GROUP, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALPHA INVESTMENT CONSULTING GROUP, LLC

TRUST BUT VERIFY

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