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RB

Robert Bjelland

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CRD#: 2466525
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Bjelland was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1994. Robert had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 7, 1994 - February 8, 2012

HOBERT & SVOBODA, INC.

RIA
CRD#: 25388
BROOKFIELD, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/12/1994
Uniform Investment Adviser Law Examination

Current Firm


H&
HOBERT & SVOBODA, INC.
HOBERT & SVOBODA, INC.

CRD#: 25388 / SEC#: 801-17285, 8-41691

BD
Terminated by SEC on 01/15/2011
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Contact information


Main Address
Kenosha, WI
Mailing Address
P.o. Box 1937, Brookfield, WI 53008
Phone number
(262) 782-8900
Established
Wisconsin since 08/15/1989
Firm type
Corporation
Fiscal year end
December
# of Employees
1

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
HOBERT & SVOBODA ENTERPRISES, INCSHAREHOLDER
BJELLAND, ROBERTTREASURER, VICE PRESIDENT-FINANCE2466525
HOBERT, LEONARD TAGUECHAIRMAN, DIRECTOR247158
PIECH, MICHELLE JEANCHIEF COMPLIANCE OFFICER2483091
SVOBODA, WILLIAM JOSEPHPRESIDENT, SECRETARY AND DIRECTOR1103105

Disclosures


Arbitration1

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.

Company Information


HOBERT & SVOBODA, INC.

CRD#: 25388

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