RB
Robbie G. Beucler
UNITED ADVISOR GROUP
Cincinnati, OH 45242
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CRD#: 5620440
RB
Professional summary
Robbie Gene Beucler JR., ChFC®, who also goes by R.j. Beucler, Robbie Gene Beucler, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Cincinnati, Ohio.
Robbie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robbie has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
R.j. Beucler | Robbie Gene Beucler
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) Sales of variable annuities, fixed indexed annuities, life insurance, disability insurance, and long-term care insurance. Continued Service of existing variable annuities/fixed indexed annuities and insurance clients. Sale of mutual funds (in 529 plans). Owner of StratSync, LLC.; 2)Partner of United Advisor Group.; 3) Member of RBRC Farms, LLC.;
CRS (Client Relationship Summary) - RIA
Click below to view Robbie Gene Beucler JR.'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
March 21, 2023 - Present
UNITED ADVISOR GROUP
Office #1: 8170 Corporate Park Suite 300, Cincinnati, OH 45242RIA
CRD#: 324205
Cincinnati, OH
Past
March 20, 2023 - July 15, 2024
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Cincinnati, OH
Past
September 20, 2011 - March 17, 2023
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Cincinnati, OH
Past
December 15, 2008 - March 17, 2023
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Cincinnati, OH
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".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)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
Ohio(3/21/2023)
IAR
Texas(4/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
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Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNITED ADVISOR GROUP
CRD#: 324205Cincinnati, OH 45242TRUST BUT VERIFY
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