K. Robert John Batchelor
CFP®Professional Summary
K. Robert John Batchelor, CFP®, who also goes by Bob Batchelor, Krobert John Batchelor, Robert John Batchelor, is a registered financial advisor currently at ENTASIS ASSET MANAGEMENT LLC located in Brookfield, Wisconsin. K. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. K. Robert has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
Other Aliases
Bob Batchelor, Krobert John Batchelor, Robert John Batchelor
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Videos & Posts
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Contact Information
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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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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
ENTASIS ASSET MANAGEMENT LLC
Contact Information
Main Address
200 S Executive Dr. Suite 101, Brookfield, WI 53005Phone Number
(262) 754-5299# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
497AUM (Assets Under Management)
$197,878,899Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
ENTASIS ASSET MANAGEMENT LLC
State Registrations and Notice Filings
(3/31/2017)
(8/15/2019)
(4/7/2016)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2010About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2010About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view K. Robert John Batchelor's CRS (Customer Relationship Summary).
Services Offered by K. Robert
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Cashflow & Budgeting
- Education Funding
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