Robert Lee Cluck
CFP®Professional Summary
Robert Lee Cluck, CFP®, who also goes by Bobby Cluck, is a registered financial advisor currently at THE ASPEN EQUITY GROUP located in Waco, Texas. 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, Series 7, Series 2 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bobby Cluck
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
THE ASPEN EQUITY GROUP | THE ASPEN EQUITY GROUP, INC.
Contact Information
Main Address
510 N. Valley Mills Suite 404, Waco, TX 76710Mailing Address
P.o. Box 7526, Waco, TX 76714Phone Number
(970) 925-1499# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
89AUM (Assets Under Management)
$36,700,000Similar Advisors
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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
(1/9/2012)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Sep 1987Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Lee Cluck's CRS (Customer Relationship Summary).
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