RB
Robert D. Bower
THE INVICTUS COLLECTIVE
Park Ridge, IL 60068
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CRD#: 7380838
RB
Professional summary
Robert Dean Bower is a registered financial advisor currently at THE INVICTUS COLLECTIVE, LLC located in Park Ridge, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Robert has worked at 1 firm .
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.
Entity: Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1, LLC Investment related: Yes Address: 100 South Pointe Drive, Unit 3502, Miami Beach FL 33139 Nature of the other business: Investing in Monomyth Anovion, LLC, which is invested in Anovion, a manufacturer of synthetic graphite Position/Title/Relationship: Manager and Investor Start date of your relationship: 1-Oct-2022 Approximate number of hours/month you devote to the other business: 1 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: Set up legal entity and transaction account for the purpose of consolidating other investors into Monomyth Anovion, LLC; coordinate ongoing tax administration
CRS (Client Relationship Summary) - RIA
Click below to view Robert Dean Bower'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®
NoneExperience
Current
December 8, 2021 - Present
THE INVICTUS COLLECTIVE, LLC
Office #1: 3 South Prospect Avenue Suite 201, Park Ridge, IL 60068RIA
CRD#: 310744
Park Ridge, IL
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".
TI
THE INVICTUS COLLECTIVE, LLC
MERLE ADVISORS, LLC | THE INVICTUS COLLECTIVE, LLC
CRD#: 310744 / SEC#: 801-121217
RIA
Registered Investment Advisory firm - (5/12/2021 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
Illinois(10/7/2022)
Exams
Current Firm
TI
THE INVICTUS COLLECTIVE, LLC
MERLE ADVISORS, LLC | THE INVICTUS COLLECTIVE, LLC
CRD#: 310744 / SEC#: 801-121217
RIA
Registered Investment Advisory firm - (5/12/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3 South Prospect Avenue Suite 201, Park Ridge, IL 60068
Mailing Address
Phone number
(866) 636-3468
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 112 |
| AUM (Assets Under Management) | $ 399,410,173 |
Red Flags
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