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RB

Robert J. Burch

RJB INVESTMENT ADVISORY SERVICES
Portage, MI
Some features on this profile are disabled
CRD#: 6298926
RB

Professional summary

Robert John Burch is a registered financial advisor currently at RJB INVESTMENT ADVISORY SERVICES, LLC located in Portage, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
Robert John Burch is soul owner of ASK PrintCo, LLC. This entity is a print services company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Burch'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®
None

Experience

Current

August 26, 2019 - Present

RJB INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 304951
Portage, MI
Past

April 3, 2014 - May 17, 2019

PPS & V ASSET MANAGEMENT CONSULTANTS INC

RIA
CRD#: 110491
PORTAGE, MI

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
Michigan
(8/26/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/2014
Uniform Investment Adviser Law Examination

Current Firm

RI
RJB INVESTMENT ADVISORY SERVICES, LLC
RJB INVESTMENT ADVISORY SERVICES, L.C.C | RJB INVESTMENT ADVISORY SERVICES, LLC

CRD#: 304951 / SEC#:

Michigan
Registered Investment Advisory firm - (8/26/2019 Approved)
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Contact information

Main Address
Portage, MI
Mailing Address
Phone number
(269) 267-7938
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 4,553,198

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.

Company Information

RJB INVESTMENT ADVISORY SERVICES, LLC

CRD#: 304951Portage, MI

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