RR
Robert B. Rowe
ROWE CONSULTING GROUP
Elmhurst, IL
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CRD#: 820848
RR
Professional summary
Robert Bradford Rowe JR, who also goes by Bob Rowe, is a registered financial advisor currently at ROWE CONSULTING GROUP, LLC located in Elmhurst, Illinois and ENHANCED INVESTMENT PARTNERS, LLC located in Chicago, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Robert has worked at 9 firms and has passed the Series 65, Series 63, Series 5, PC and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Rowe
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.
Enhanced Investment Partners LLC; (Enhanced) - offers a proprietary domestic equity investment rotation methodology and strategy [Enhanced Dynamic�] to Mid-Market and Institutional level investment portfolios, investment consulting organizations and advisors. These services involve providing clients with oversight and on-going recommendations (and where appropriate) supervision and re-allocation of their (or their client) domestic equity portfolios. Additionally, Enhanced Investment Partners is developing and preparing for launch two investment strategies as separate investment funds using the Enhanced Dynamic� investment methodology into the institutional investment marketplace. Those funds will be: Enhanced Alternative Income Fund, a non-directional domestic equity market neutral investment strategy Enhanced Dynamic Active Equity Fund, a long only, strategically allocated according to the Enhanced Dynamic� methodology, employing independent, vetted, style adherent active equity institutional managers. Robert Rowe is the Founder, Managing Partner and Chief Compliance Officer of the company, and spends approximately 10 hours per week in tandem with his duties and responsibilities with Rowe Consulting Group LLC, Rowpyn Investment Partners LLC; (Rowpyn) is the owner of the intellectual property and formulations of a quantitative, proprietary, provisionally patented domestic equity investment rotation asset allocation methodology and strategy [Enhanced Dynamic�], and the exclusive intellectual property owner and licenser of Enhanced Dynamic� (formerly known as the Rowpyn Equity Investment Rotation (EIR)) methodology. Robert Rowe is the Founder, sole shareholder and owner and spending approximately two hours monthly with the updating and maintenance of the investment manager and vetted funds. Rowe Decision Analytics II, LLC (RDA) an in-active on-line investment policy web application service provider that assists investment management consultants, financial advisors, financial planners, and bank trust officers prepare documented investment policy statements detailing investor's investment goals, objectives and policies using on-line investment questionnaires. Investment policy statements are provided for qualified retirement plans (public and corporate funds, not for profit organizations, individual investors, partnerships, corporations, 401(k) savings plans, trusts and cash management accounts. Robert Rowe is the Founder, sole shareholder and owner of Rowe Decision Analytics LLC. The company is currently inactive, and minimal time is required at this time. All 3 business are located at 608 West Babcock Avenue, Elmhurst, Illinois which is Mr. Rowe's home address
CRS (Client Relationship Summary) - RIA
Click below to view Robert Bradford Rowe 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®
NoneExperience
Current
January 5, 2012 - Present
ROWE CONSULTING GROUP, LLC
RIA
CRD#: 155611
Elmhurst, IL
Current
January 19, 2012 - Present
ENHANCED INVESTMENT PARTNERS, LLC
RIA
CRD#: 142297
Chicago, IL
Past
October 13, 2011 - December 31, 2011
ROWE CONSULTING GROUP, LLC
RIA
CRD#: 155611
CHICAGO, IL
Past
March 22, 2011 - August 31, 2011
AZA CAPITAL MANAGEMENT
RIA
CRD#: 109784
CHICAGO, IL
Past
May 23, 2005 - February 10, 2011
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
CHICAGO, IL
Past
May 20, 2005 - February 10, 2011
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
CHICAGO, IL
Past
March 4, 1998 - June 9, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
CHICAGO, IL
Past
April 29, 1991 - June 9, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
October 11, 1979 - March 23, 1984
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
Past
September 16, 1977 - April 30, 1991
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
August 27, 1976 - September 16, 1977
BACHE HALSEY STUART INC.
BD
CRD#: 7238
Past
April 14, 1976 - August 27, 1976
BACHE & CO INCORPORATED
BD
CRD#: 7058
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
California(5/3/2023)
IAR
Illinois(1/5/2012)
IAR
Tennessee(6/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 10/19/1981
Interest Rate Options ExaminationGeneral Industry/Product Exam
RR
PC
Date: 10/1/1977
AMEX Put and Call ExamGeneral Industry/Product Exam
Current Firm
RC
ROWE CONSULTING GROUP, LLC
R CONSULTING GROUP, LLC | ROWE CONSULTING GROUP, LLC
CRD#: 155611 / SEC#: 801-71991
RIA
Registered Investment Advisory firm - (2/24/2012 Terminated)California
Registered Investment Advisory firm - (5/3/2023 Approved)Illinois
Registered Investment Advisory firm - (2/24/2012 Approved)Tennessee
Registered Investment Advisory firm - (6/2/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Elmhurst, IL
Mailing Address
111 N Wabash Ave The Garland Bldg #1147, Chicago, IL 60602
Phone number
(312) 913-9872
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 12,083,699 |
Red Flags
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