RO
Robert J. Ostapower
NETWORTH FINANCIAL SERVICES
Johns Creek, GA 30097
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CRD#: 4581235
RO
Professional summary
Robert Joseph Ostapower, CFP®, who also goes by Bob Joseph Ostapower Jr., Robert Joseph Ostapower Jr., is a registered financial advisor currently at NETWORTH FINANCIAL SERVICES, LLC located in Johns Creek, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Joseph Ostapower Jr. | Robert Joseph Ostapower Jr.
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) 03/16/2012: Johns Creek Wealth Management, LLC - DBA for Insurance and LPL Business (entity for LPL business) - Investment and Non-investment Related - At Reported Business Location(s) - Basic Tax Prep
(2) 03/16/2012: Johns Creek Wealth Management, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - 50% Time Spent - Basic Tax Preperation
(3) 10/22/2012: North Pointe Tax Services Inc. - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - 25% Time Spent - Basic tax preparation, bookkeeping
(4) 02/25/2015: No Business Name - Real Estate Rental - Investment Related - 2 Grey Widgeon Hilton Head Island SC 29928 - Start 03/15/2013 - 2 Hr/Mo; 0 Hour(s) During Securities Trading - Own a beach house . It is rented at various times during the year.
(5) 12/9/2016: NetWorth Financial Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/27/2016 - 20 Hours Per Month/4 Hours During Securities Trading - I provide investment advisory services through Networth Financial Services, LLC, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Ostapower'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®
Experience
Current
November 21, 2016 - Present
NETWORTH FINANCIAL SERVICES, LLC
Office #1: 11255 Parsons Road Suite 200, Johns Creek, GA 30097RIA
CRD#: 126666
Johns Creek, GA
Past
February 22, 2012 - August 19, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
JOHNS CREEK, GA
Past
February 17, 2012 - August 19, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
JOHNS CREEK, GA
Past
January 22, 2008 - January 24, 2012
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
January 2, 2008 - January 24, 2012
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
ATLANTA, GA
Past
December 14, 2005 - November 28, 2007
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ATLANTA, GA
Past
December 8, 2005 - November 28, 2007
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
ATLANTA, GA
Past
September 27, 2004 - December 17, 2005
1717 CAPITAL MANAGEMENT COMPANY
RIA
CRD#: 4082
ATLANTA , GA
Past
October 9, 2002 - December 17, 2005
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
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".
NF
NETWORTH FINANCIAL SERVICES, LLC
NETWORTH FINANCIAL SERVICES, LLC
CRD#: 126666 / SEC#: 801-132858
RIA
Registered Investment Advisory firm - (5/27/2025 Approved)Georgia
Registered Investment Advisory firm - (6/25/2025 Terminated)Texas
Registered Investment Advisory firm - (6/25/2025 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
Georgia(11/21/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/28/2008
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
NF
NETWORTH FINANCIAL SERVICES, LLC
NETWORTH FINANCIAL SERVICES, LLC
CRD#: 126666 / SEC#: 801-132858
RIA
Registered Investment Advisory firm - (5/27/2025 Approved)Georgia
Registered Investment Advisory firm - (6/25/2025 Terminated)Texas
Registered Investment Advisory firm - (6/25/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11255 Parsons Road Suite 200, Johns Creek, GA 30097
Mailing Address
Phone number
(678) 319-0111
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 332 |
| AUM (Assets Under Management) | $ 121,815,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
