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Robert Bradford Rowe Jr

ROWE CONSULTING GROUP
ELMHURST, IL
·CRD# 820848·50 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Rowe

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

50 years in the financial services industry

Current & Past Employments

ROWE CONSULTING GROUP, LLC·CRD# 155611
RIA
Elmhurst, IL
January 5, 2012 - Present
ENHANCED INVESTMENT PARTNERS, LLC·CRD# 142297
RIA
Chicago, IL
January 19, 2012 - Present
ROWE CONSULTING GROUP, LLC·CRD# 155611
RIA
Chicago, IL
October 13, 2011 - December 31, 2011
AZA CAPITAL MANAGEMENT·CRD# 109784
RIA
Chicago, IL
March 22, 2011 - August 31, 2011
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Chicago, IL
May 23, 2005 - February 10, 2011
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Chicago, IL
May 20, 2005 - February 10, 2011
MORGAN STANLEY DW INC.·CRD# 7556
RIA
Chicago, IL
March 4, 1998 - June 9, 2005
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
April 29, 1991 - June 9, 2005
CIBC WORLD MARKETS CORP.·CRD# 630
BD
October 11, 1979 - March 23, 1984
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
September 16, 1977 - April 30, 1991
BACHE HALSEY STUART INC.·CRD# 7238
BD
August 27, 1976 - September 16, 1977
BACHE & CO INCORPORATED·CRD# 7058
BD
April 14, 1976 - August 27, 1976

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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 - SEC (2/24/2012 Terminated)
California
Registered Investment Advisory firm - California (5/3/2023 Approved)
Illinois
Registered Investment Advisory firm - Illinois (2/24/2012 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (6/2/2022 Approved)
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).

Contact Information

Main Address

Elmhurst, IL

Mailing Address

111 N Wabash Ave The Garland Bldg #1147, Chicago, IL 60602

Phone Number

(312) 913-9872

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

57

AUM (Assets Under Management)

$10,713,486

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
IAR
California
(5/3/2023)
IAR
Illinois
(1/5/2012)
IAR
Tennessee
(6/6/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1979About the Series 63 exam

Series 5 — Interest Rate Options Examination

Passed Oct 1981

PC — AMEX Put and Call Exam

Passed Oct 1977

Series 7 — General Securities Representative Examination

Passed Apr 1976About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert Bradford Rowe JR's CRS (Customer Relationship Summary).

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