Robert Unkovic
Professional Summary
Robert Unkovic, who also goes by Robert Alexander Unkovic, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1985 - 2026. Robert had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Robert was recently President of BPU Investment Management and joined Wealth Enhancement Group through a partnership with that firm. Robert enjoys working with high and ultra-high net worth families to develop long-term strategies that take into consideration their risk tolerance and overall financial goals. He sits on the board of directors for ACHIEVA, Old Joe Charities and the National Rifle Association Foundation. Robert and his wife have been married for 32 years and have three...
Other Aliases
Robert Alexander Unkovic
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
Contact Information
Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441Mailing Address
505 N Highway 169 Suite 900, Plymouth, MN 55441Phone Number
(763) 417-1700Established
Minnesota since 06/02/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
LargeFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEALTH ENHANCEMENT GROUP, LLC | OWNER | — |
| BARTYLLA, JASON SCOTT | FINANCIAL OPERATIONS PRINCIPAL | 2596672 |
| CAHN, JAMES LOREN | VICE PRESIDENT | 6052512 |
| CAIN, STEPHANIE M | HEAD OF SUPERVISION | 4081085 |
| CLARK, LISA LYNN | OPERATIONS OFFICER | 2271616 |
| DEKKO, JEFFREY THOMAS HAROLD | VICE PRESIDENT | 4648018 |
| DENARO, VICTORIA | ASSISTANT SECRETARY | 8030293 |
| DIECKHAUS, JOSEPH ALAN | CHIEF COMPLIANCE OFFICER | 5374613 |
| RICE, WILLIAM HENRY | SECRETARY | 5380207 |
| WINDORSKI, KELLY JOSEPH | CHIEF MANAGER AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER | 3211118 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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