Robert J. Rossi

R2 WEALTH MANAGEMENT PARTNERS

LAS VEGAS, NV

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CRD#: 2972148

Professional summary

Robert J Rossi, CFP®, ChFC® is a registered financial advisor currently at R2 WEALTH MANAGEMENT PARTNERS located in Las Vegas, Nevada.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) Rossi Financial Services - President. 1/1998 to Present. Investment Related. Duties include offering Fixed Insurance, Payroll, Back Office Support / DBA. Spend 5 hours per month on this activity, 1 hour per month during normal trading hours. Address: 8101 O Street Ste 301, Lincoln, NE 68510. 2) Insurance Agent - 3/2014 to Present. Investment Related. Duties include offering insurance products and services to clients and prospects. Spend 160 hours per month on this activity, all during normal trading hours. Address: 8101 O Street, Suite 301, Lincoln, NE 68510.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert J Rossi's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

Experience

Current

February 17, 2016 - Present

R2 WEALTH MANAGEMENT PARTNERS

RIA

CRD#: 282055

LAS VEGAS, NV

Past

February 9, 2016 - October 1, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

LINCOLN, NE

Past

September 6, 2000 - February 12, 2016

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

LINCOLN, NE

Past

September 14, 1999 - February 12, 2016

FSC SECURITIES CORPORATION

CRD#: 7461

LINCOLN, NE

Past

November 14, 1997 - February 10, 1998

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

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".

R2 WEALTH MANAGEMENT PARTNERS

PARADIGM WEALTH MANAGEMENT, LLC | R2 WEALTH MANAGEMENT PARTNERS | PARADIGM WEALTH, LLC

CRD#: 282055 / SEC#: 801-114893

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

Illinois

Registered Investment Advisory firm - (3/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (4/23/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Nebraska
(2/17/2016)

IAR

Nevada
(11/20/2023)

IAR

Texas
(2/24/2016)

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

State Security Law Exam

IAR

Series 65

Date: 12/22/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/7/2009

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/25/2005

General Securities Principal Examination

Current Firm

R2 WEALTH MANAGEMENT PARTNERS

PARADIGM WEALTH MANAGEMENT, LLC | R2 WEALTH MANAGEMENT PARTNERS | PARADIGM WEALTH, LLC

CRD#: 282055 / SEC#: 801-114893

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

Illinois

Registered Investment Advisory firm - (3/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (4/23/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2019 Terminated)

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Contact information

Main Address

8101 O Street Suite 301, Lincoln, NE 68510

Mailing Address

Phone number

(402) 489-9375

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARADIGM WEALTH MANAGEMENT, LLC ADV PART 2A DISCLOSURE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	715
AUM (Assets Under Management)	$ 386,182,129

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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Firm Stability Insights

Robert J. Rossi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert J Rossi's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CITISTREET EQUITIES LLC

Primary Firm SEC Registration

R2 WEALTH MANAGEMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2003

Series 63

Date: 11/25/1997

SIE

Date: 10/1/2018

Series 7

Date: 10/12/1999

Series 6

Date: 11/13/1997

Series 53

Date: 12/7/2009

Series 24

Date: 7/25/2005

Current Firm

R2 WEALTH MANAGEMENT PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

R2 WEALTH MANAGEMENT PARTNERS

TRUST BUT VERIFY

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