K. Robert J. Batchelor
ENTASIS ASSET MANAGEMENT LLC
Brookfield, WI 53045
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CRD#: 2763626
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.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
Social Security Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Bob Batchelor | Krobert John Batchelor | Robert John Batchelor
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.
CSC Investments LLC is a non investment-related business.
13070 W Longleaf Dr
New Berlin, WI 53151
CSC Investments LLC is a business set up to manage personal real estate investments. My position is President. I have been involved with the business since it was formed in April 2015. I devote about 5-10 hours per month to the business outside of normal securities trading hours. My duties are primarily project oversight.
CRS (Client Relationship Summary) - RIA
Click below to view K. Robert John Batchelor'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®
Start date: 2020
Experience
Current
April 7, 2016 - Present
ENTASIS ASSET MANAGEMENT LLC
Office #1: 300 N Corporate Dr Suite 270, Brookfield, WI 53045RIA
CRD#: 282711
Brookfield, WI
Past
July 8, 2010 - November 26, 2014
ARTISAN PARTNERS DISTRIBUTORS LLC
BD
CRD#: 45446
SAN FRANCISCO, CA
Past
April 17, 2003 - December 1, 2004
ARTISAN PARTNERS DISTRIBUTORS LLC
BD
CRD#: 45446
MILWAUKEE, WI
Past
May 1, 2001 - April 11, 2003
STRONG CAPITAL MANAGEMENT INC
RIA
CRD#: 106638
MENOMONEE FALLS, WI
Past
July 9, 1996 - April 11, 2003
STRONG INVESTMENTS, INC.
BD
CRD#: 15658
MENOMONEE FALLS, WI
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".
ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
CRD#: 282711 / SEC#: 801-121733
RIA
Registered Investment Advisory firm - (10/22/2021 Approved)Illinois
Registered Investment Advisory firm - (12/10/2021 Terminated)Texas
Registered Investment Advisory firm - (12/10/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (12/10/2021 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
Illinois(3/31/2017)
IAR
Texas(8/15/2019)
IAR
Wisconsin(4/7/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
ENTASIS ASSET MANAGEMENT LLC
ENTASIS ASSET MANAGEMENT LLC
CRD#: 282711 / SEC#: 801-121733
RIA
Registered Investment Advisory firm - (10/22/2021 Approved)Illinois
Registered Investment Advisory firm - (12/10/2021 Terminated)Texas
Registered Investment Advisory firm - (12/10/2021 Terminated)Wisconsin
Registered Investment Advisory firm - (12/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
200 S Executive Dr. Suite 101, Brookfield, WI 53005
Mailing Address
Phone number
(262) 754-5299
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 170,995,814 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ENTASIS ASSET MANAGEMENT LLC
CRD#: 282711Brookfield, WI 53045TRUST BUT VERIFY
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