RK
Robert R. Korljan
EATON-CAMBRIDGE
Phoenix, AZ 85018
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CRD#: 2313014
RK
Professional summary
Robert Ralph Korljan, who also goes by Bob Korljan, is a registered financial advisor currently at EATON-CAMBRIDGE INC. located in Phoenix, Arizona and 724 CAPITAL, LLC located in Phoenix, Arizona.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Korljan
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.
Robert Korljan owns Corporate Benefit Services, Inc. that offers payroll services. Robert Korljan owns Cambridge Tax Advisory LLC. that offers tax consulting. Robert Korljan is a board member and shareholder of a privately-held company called Bone Foam Inc. in which he spends 5 hours per month. Robert Korljan is a board member of Solid Rock, an Arizona-based company that provides vocational training to teens, and in which he spends 1-2 hours per month (0 hours during trading hours), not investment-related Robert Korljan is a board member of Scalpel at the Cross, a Minnesota-based company that provides medical services in Peru, and in which he spends 1-2 hours per month (0 hours during trading hours), not investment related. Insurance commissions.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ralph Korljan'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®
NoneExperience
Current
November 1, 1999 - Present
EATON-CAMBRIDGE INC.
Office #1: 5090 N. 40th Street Suite 205, Phoenix, AZ 85018RIA
CRD#: 116798
Phoenix, AZ
Current
October 7, 2024 - Present
724 CAPITAL, LLC
Office #1: 5090 N 40th Street Suite 205, Phoenix, AZ 85018RIA
CRD#: 318170
Phoenix, AZ
Past
June 22, 2020 - March 25, 2024
JOHNSON WEALTH MANAGEMENT, LLC
RIA
CRD#: 306504
PHOENIX, AZ
Past
February 16, 1993 - December 31, 1997
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
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".
EI
EATON-CAMBRIDGE INC.
CAMBRIDGE FINANCIAL, INC. | EATON-CAMBRIDGE INC. | EATON-CAMBRIDGE | CAMBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 116798 / SEC#: 801-116885
RIA
Registered Investment Advisory firm - (7/5/2019 Approved)Arizona
Registered Investment Advisory firm - (7/12/2019 Terminated)California
Registered Investment Advisory firm - (8/11/2019 Terminated)Missouri
Registered Investment Advisory firm - (7/12/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/15/2019 Terminated)Texas
Registered Investment Advisory firm - (7/12/2019 Terminated)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
Arizona(11/1/1999)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EI
EATON-CAMBRIDGE INC.
CAMBRIDGE FINANCIAL, INC. | EATON-CAMBRIDGE INC. | EATON-CAMBRIDGE | CAMBRIDGE WEALTH MANAGEMENT, INC.
CRD#: 116798 / SEC#: 801-116885
RIA
Registered Investment Advisory firm - (7/5/2019 Approved)Arizona
Registered Investment Advisory firm - (7/12/2019 Terminated)California
Registered Investment Advisory firm - (8/11/2019 Terminated)Missouri
Registered Investment Advisory firm - (7/12/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/15/2019 Terminated)Texas
Registered Investment Advisory firm - (7/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5090 N. 40th Street Suite 205, Phoenix, AZ 85018
Mailing Address
Phone number
(480) 385-7399
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 967 |
| AUM (Assets Under Management) | $ 392,155,283 |
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.
