Robert L. Takacs

UNITY FINANCIAL PLANNING GROUP

KENNESAW, GA 30144

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CRD#: 2954611

Professional summary

Robert Louis Takacs, who also goes by Rob Takacs II, Robert Louis Takacs Ii, Robert Louis Takacs, is a registered financial advisor currently at UNITY FINANCIAL PLANNING GROUP LLC located in Kennesaw, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Rob Takacs Ii | Robert Louis Takacs Ii | Robert Louis Takacs

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) - RIA

Click below to view Robert Louis Takacs'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®

None

Experience

Current

February 25, 2026 - Present

UNITY FINANCIAL PLANNING GROUP LLC

Office #1: 1275 Shiloh Rd Nw Suite 2730, Kennesaw, GA 30144

RIA

CRD#: 333889

KENNESAW, GA

Past

September 19, 2022 - March 27, 2026

SB ADVISORY, LLC

RIA

CRD#: 154680

Johns Creek, GA

Past

February 12, 2020 - September 23, 2022

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

ATLANTA, GA

Past

February 11, 2020 - September 23, 2022

OPPENHEIMER & CO. INC.

CRD#: 249

ATLANTA, GA

Past

April 30, 2012 - January 15, 2020

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

March 23, 2012 - January 15, 2020

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

October 25, 2005 - August 6, 2008

TRUIST SECURITIES, INC.

RIA

CRD#: 6271

ATLANTA, GA

Past

October 20, 2005 - January 11, 2012

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

November 18, 2003 - September 9, 2005

DEUTSCHE BANK SECURITIES INC.

RIA

CRD#: 2525

ATLANTA, GA

Past

January 13, 2001 - September 9, 2005

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

April 18, 2000 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

November 28, 1997 - April 24, 2000

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

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

Georgia
(2/25/2026)

IAR

Michigan
(3/6/2026)

IAR

Ohio
(2/25/2026)

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

State Security Law Exam

IAR

Series 65

Date: 4/26/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/2/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 6/8/2006

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 5/17/2006

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 11/25/1997

General Securities Representative Examination

Current Firm

UNITY FINANCIAL PLANNING GROUP LLC

BENEFICIARY WEALTH MANAGEMENT | UNITY FINANCIAL PLANNING GROUP LLC

CRD#: 333889 / SEC#:

Georgia

Registered Investment Advisory firm - (1/2/2025 Approved)

Indiana

Registered Investment Advisory firm - (10/14/2025 Approved)

Michigan

Registered Investment Advisory firm - (10/15/2025 Approved)

Ohio

Registered Investment Advisory firm - (9/30/2025 Approved)

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Contact information

Main Address

Kennesaw, GA

Mailing Address

Phone number

(404) 200-6464

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 10,616,300

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.

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Advisor Monitoring

Firm Stability Insights

Robert L. Takacs

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Louis Takacs's CRS (Customer Relationship Summary).

Certified licenses

Experience

SB ADVISORY, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MORGAN STANLEY

MORGAN STANLEY

TRUIST SECURITIES, INC.

TRUIST SECURITIES, INC.

DEUTSCHE BANK SECURITIES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

THE ROBINSON-HUMPHREY COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2012

Series 63

Date: 12/2/1997

SIE

Date: 10/1/2018

Series 87

Date: 6/8/2006

Series 86

Date: 5/17/2006

Series 7

Date: 11/25/1997

Current Firm

UNITY FINANCIAL PLANNING GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UNITY FINANCIAL PLANNING GROUP LLC

TRUST BUT VERIFY

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