Robert A. Bjork

NAVISTA WEALTH MANAGEMENT | Managing Partner

NAPLES, FL

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CRD#: 1007189

Professional summary

Robert Alan Bjork, CFP®, who also goes by Bob Bjork, is a registered financial advisor currently at NAVISTA WEALTH MANAGEMENT, INC. located in Naples, Florida and CABOT LODGE SECURITIES LLC located in Minnetonka, Minnesota.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Robert has worked at 8 firms and has passed the Series 63, Series 52TO, SIE, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Financial planning

Trust & estate planning

Philanthropic services

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Bob Bjork

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.

(1) Bjork Financial Services, Inc., not Investment related, Minneapolis, MN S-Corp, payroll entity, Owner/President, 9/1994. no hours per month, no hours during trading hours. (2) Navista Wealth Management, Inc, Investment related, Minneapolis, MN, RIA, Founder/Wealth Advisor, 10/2024, 160 hours per month, 130 hours during trading hours, owner, financial planning, investment advisory servces.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alan Bjork'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®

CFP^®

Certified Financial Planner

Experience

Current

September 5, 2024 - Present

NAVISTA WEALTH MANAGEMENT, INC.

RIA

CRD#: 332373

NAPLES, FL

Current

October 11, 2024 - Present

CABOT LODGE SECURITIES LLC

Office #1: 10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305

CRD#: 159712

Minnetonka, MN

Past

January 31, 2014 - November 1, 2024

BIRCH COVE GROUP, LTD.

RIA

CRD#: 148926

MINNEAPOLIS, MN

Past

December 9, 2013 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

MINNEAPOLIS, MN

Past

May 28, 1993 - May 29, 1996

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

May 28, 1986 - May 30, 1991

GENERAL AMERICAN LIFE INSURANCE COMPANY

CRD#: 3963

Past

November 26, 1985 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MINNEAPOLIS, MN

Past

August 23, 1981 - December 2, 1985

PLANNERS FINANCIAL SERVICES, INC.

CRD#: 6751

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".

NAVISTA WEALTH MANAGEMENT, INC.

CRD#: 332373 / SEC#: 801-131013

RIA

Registered Investment Advisory firm - (9/5/2024 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(10/29/2024)

Colorado
(10/29/2024)

IAR

Florida
(9/16/2024)

Florida
(10/29/2024)

Georgia
(10/29/2024)

IAR

Minnesota
(9/5/2024)

Minnesota
(10/11/2024)

Oregon
(10/29/2024)

IAR

Texas
(9/5/2024)

Virginia
(10/29/2024)

Washington
(10/29/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 11/5/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/28/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/15/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 5/28/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/25/1986

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

NAVISTA WEALTH MANAGEMENT, INC.

CRD#: 332373 / SEC#: 801-131013

RIA

Registered Investment Advisory firm - (9/5/2024 Approved)

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Contact information

Main Address

10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305

Mailing Address

Phone number

(612) 315-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVISTA WEALTH ADV BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,503
AUM (Assets Under Management)	$ 632,647,268

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Robert A. Bjork

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alan Bjork's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABOT LODGE SECURITIES LLC

BIRCH COVE GROUP, LTD.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WALNUT STREET SECURITIES, INC.

GENERAL AMERICAN LIFE INSURANCE COMPANY

RAYMOND JAMES FINANCIAL SERVICES, INC.

PLANNERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NAVISTA WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/1981

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 6/28/2010

Series 7

Date: 8/15/1981

Series 51

Date: 5/28/2003

Series 24

Date: 4/25/1986

FINRA

Current Firm

NAVISTA WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVISTA WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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