Robert J. Mesch

INTUITIVE WEALTH MANAGEMENT

Downers Grove, IL

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CRD#: 1569759

Professional summary

Robert James Mesch, CFP® is a registered financial advisor currently at INTUITIVE WEALTH MANAGEMENT, LLC located in Downers Grove, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 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.

INSURANCE AGENT; INVESTMENT RELATED - NO; 1237 CANDLEWOOD DRIVE, DOWNERS GROVE IL 60515; COMMENCEMENT - 9/1986 APPROXIMATE NUMBER OF HOURS SEPNT ON THE ACTIVITY PER MONTH - ONE; APPROXIMATE NUMBER OF HOURS SPENT ON THE ACTIVITY PER MONTH DURING TRADING HOURS - ONE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Mesch's 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

Start date: 1992

Experience

Current

September 11, 2018 - Present

INTUITIVE WEALTH MANAGEMENT, LLC

RIA

CRD#: 298098

Downers Grove, IL

Past

March 21, 2001 - September 10, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

OAK BROOK, IL

Past

March 9, 2001 - September 10, 2018

LPL FINANCIAL LLC

CRD#: 6413

OAK BROOK, IL

Past

March 13, 1995 - March 8, 2001

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Past

December 6, 1994 - January 26, 1995

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

January 21, 1987 - December 31, 1993

DREHER & ASSOCIATES, INC.

CRD#: 8665

OAKBROOK TERRACE, IL

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

Illinois
(9/11/2018)

IAR

Texas
(9/13/2019)

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: 11/14/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/10/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/17/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2004

General Securities Principal Examination

Current Firm

INTUITIVE WEALTH MANAGEMENT, LLC

CRD#: 298098 / SEC#:

Illinois

Registered Investment Advisory firm - (9/11/2018 Approved)

Texas

Registered Investment Advisory firm - (9/13/2019 Conditional Restricted)

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Contact information

Main Address

Downers Grove, IL

Mailing Address

Phone number

(630) 268-0457

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 39,166,100

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. Mesch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Mesch's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTUITIVE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

THE ADVISORS GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

DREHER & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/14/1991

SIE

Date: 9/10/2018

Series 7

Date: 1/17/1987

Series 24

Date: 3/19/2004

Current Firm

INTUITIVE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTUITIVE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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