Robert B. Elhard

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CRD#: 4739010

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Barry Elhard, who also goes by Bob Elhard, Robert Barry Elhard Jd, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2004. Robert had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bob Elhard | Robert Barry Elhard Jd

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 8, 2010 - October 11, 2013

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

FEDERAL WAY, WA

Past

January 20, 2010 - September 12, 2013

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

January 27, 2006 - December 31, 2009

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

FEDERAL WAY, WA

Past

January 27, 2006 - December 31, 2009

CENTAURUS FINANCIAL, INC.

CRD#: 30833

FEDERAL WAY, WA

Past

September 14, 2005 - January 30, 2006

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FEDERAL WAY, WA

Past

September 14, 2005 - January 30, 2006

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

October 7, 2004 - September 14, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RENTON, WA

Past

July 16, 2004 - September 14, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 16, 2004 - September 14, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.

CRD#: 125117 / SEC#: 801-63771

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

Arizona

Registered Investment Advisory firm - (1/4/2005 Terminated)

California

Registered Investment Advisory firm - (1/4/2005 Terminated)

Colorado

Registered Investment Advisory firm - (2/3/2005 Terminated)

Florida

Registered Investment Advisory firm - (1/4/2005 Terminated)

Georgia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Illinois

Registered Investment Advisory firm - (1/4/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (1/4/2005 Terminated)

Tennessee

Registered Investment Advisory firm - (2/3/2005 Terminated)

Texas

Registered Investment Advisory firm - (1/4/2005 Terminated)

Virginia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/5/2005 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 8/3/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/23/2004

General Securities Representative Examination

Current Firm

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.

CRD#: 125117 / SEC#: 801-63771

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

Arizona

Registered Investment Advisory firm - (1/4/2005 Terminated)

California

Registered Investment Advisory firm - (1/4/2005 Terminated)

Colorado

Registered Investment Advisory firm - (2/3/2005 Terminated)

Florida

Registered Investment Advisory firm - (1/4/2005 Terminated)

Georgia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Illinois

Registered Investment Advisory firm - (1/4/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (1/4/2005 Terminated)

Tennessee

Registered Investment Advisory firm - (2/3/2005 Terminated)

Texas

Registered Investment Advisory firm - (1/4/2005 Terminated)

Virginia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/5/2005 Terminated)

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Contact information

Main Address

100 Batson Ct. Suite 104, New Lenox, IL 60451

Mailing Address

Phone number

(630) 472-1300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTERACTIVE FINANCIAL ADVISORS, INC. ADV BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,858
AUM (Assets Under Management)	$ 337,782,613

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 B. Elhard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FORESTERS EQUITY SERVICES, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INTERACTIVE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2004

Series 7

Date: 6/23/2004

Current Firm

INTERACTIVE FINANCIAL ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTERACTIVE FINANCIAL ADVISORS

TRUST BUT VERIFY

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