Robert J. Rossi

R2 WEALTH MANAGEMENT PARTNERS

LINCOLN, NE 68510

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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 Lincoln, Nebraska.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 5 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.

The advisor shows no other business activity.

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

December 1, 2025 - Present

R2 WEALTH MANAGEMENT PARTNERS

Office #1: 6940 O Street Suite 300, Lincoln, NE 68510

RIA

CRD#: 338490

LINCOLN, NE

Past

February 17, 2016 - March 31, 2026

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

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
(12/1/2025)

IAR

Texas
(12/1/2025)

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

R2 CAPITAL STRATEGIES, LLC | R2 WEALTH MANAGEMENT PARTNERS

CRD#: 338490 / SEC#: 801-134643

RIA

Registered Investment Advisory firm - (12/1/2025 120-Day Approval)

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Contact information

Main Address

6940 O Street Suite 300, Lincoln, NE 68510

Mailing Address

Phone number

(402) 489-9375

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

R2 WEALTH MANAGEMENT PARTNERS ADV PART 2A FIRM BROCHURE (1/2/2026)

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

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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

R2 WEALTH MANAGEMENT PARTNERS

R2 WEALTH MANAGEMENT PARTNERS

SECURITIES AMERICA, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

CITISTREET EQUITIES LLC

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 (11 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

R2 WEALTH MANAGEMENT PARTNERS

TRUST BUT VERIFY

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