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Robert L. Takacs

UNITY FINANCIAL PLANNING GROUP
KENNESAW, GA
Some features on this profile are disabled
CRD#: 2954611
RT

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.

Question & Answer

Are you a "fiduciary"?
Yes

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

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.

BD
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

BD
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.

BD
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.

BD
CRD#: 2525
NEW YORK, NY
Past

April 18, 2000 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

November 28, 1997 - April 24, 2000

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/2/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 6/8/2006
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 5/17/2006
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 11/25/1997
General Securities Representative Examination

Current Firm

UF
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
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.

Company Information

UNITY FINANCIAL PLANNING GROUP LLC

CRD#: 333889Kennesaw, GA

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