RS
Robert W. Schwarz
COBLER CAPITAL MANAGEMENT
Silver Lake, KS 66539
Some features on this profile are disabled
CRD#: 833465
RS
Professional summary
Robert Wayne Schwarz, CFP®, who also goes by Bob Schwarz, Robert W Schwarz, is a registered financial advisor currently at COBLER CAPITAL MANAGEMENT, LLC located in Silver Lake, Kansas and OFG FINANCIAL SERVICES, INC. located in Silver Lake, Kansas.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1977. Robert has worked at 4 firms and has passed the Series 63, Series 22TO, Series 6TO, SIE, Series 7, Series 1 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Schwarz | Robert W Schwarz
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.
Cobler Capital Management LLC - Investment related; 325 Railroad St., Silver Lake, KS 66539; Investment management; Owner & Investment Adviser; 3/2001;90% time spent during trading hours Bob Schwarz Financial - 323 Railroad St., Silver Lake KS 66539 ; Sales of insurance products; Owner, representative; ; 2/7/1976; 9% of time spent during trading hours Jakuco, Inc. - 323 Railroad St., Silver Lake KS 66539; payroll and bill paying part of Cobler Capital Management, LLC; Owner; 4/15/2005; 1% of time spent during trading hours Oregon Trail - 323 Railroad St., Silver Lake KS 66539 ; Property Ownership; Partner; 2/1/1992; no compensation, no time spent. BMD Farms - 325 Railroad St., Silver Lake, KS 66539; Agriculture, Leasing farm ground; Partner; 1/17/2013; 1 hour per month spent outside trading hours Schwarz Brothers - 323 Railroad St., Silver Lake KS 66539 Partner; Rental properties; Partner 7/1/1994; 2 hours per month spent outside trading hours New Century Bank - PO Box 100, Belleville KS 66935; Financial Institution; Member board of directors, attend monthly board meeting; 5/15/2013; 2 hours per month spent during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Robert Wayne Schwarz'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®
CFP®
Start date: 1991
Experience
Current
February 6, 2001 - Present
COBLER CAPITAL MANAGEMENT, LLC
Office #1: 323 Railroad, Silver Lake, KS 66539RIA
CRD#: 113556
Silver Lake, KS
Current
April 1, 1992 - Present
OFG FINANCIAL SERVICES, INC.
Office #1: 323 Railroad, Silver Lake, KS 66539RIA
BD
CRD#: 23940
Silver Lake, KS
Past
August 16, 2007 - December 15, 2009
OFG FINANCIAL SERVICES, INC.
RIA
CRD#: 23940
SILVER LAKE, KS
Past
October 11, 1990 - April 1, 1992
THE COLUMBIAN SECURITIES CORPORATION
BD
CRD#: 169
Past
February 22, 1977 - October 23, 1990
N.I.S. FINANCIAL SERVICES, INC.
BD
CRD#: 5361
KANSAS CITY, MO
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".
CC
COBLER CAPITAL MANAGEMENT, LLC
COBLER CAPITAL MANAGEMENT | SCHWARZ, ROBERT WAYNE | COBLER CAPITAL MANAGEMENT, LLC
CRD#: 113556 / SEC#: 801-123523
RIA
Registered Investment Advisory firm - (4/27/2022 Approved)Arizona
Registered Investment Advisory firm - (6/18/2003 Terminated)Kansas
Registered Investment Advisory firm - (6/29/2023 Terminated)Texas
Registered Investment Advisory firm - (6/29/2023 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/11/1998)
RR
Colorado(1/31/2002)
RR
Kansas(4/1/1992)
IAR
Kansas(3/13/2001)
IAR
Louisiana(7/8/2025)
RR
Missouri(4/24/1998)
RR
Nebraska(3/5/1998)
IAR
Nebraska(7/14/2025)
RR
Oklahoma(9/4/1997)
RR
South Carolina(11/19/2007)
RR
Texas(4/28/1998)
IAR
Texas(2/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/11/1977
Registered Representative ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CC
COBLER CAPITAL MANAGEMENT, LLC
COBLER CAPITAL MANAGEMENT | SCHWARZ, ROBERT WAYNE | COBLER CAPITAL MANAGEMENT, LLC
CRD#: 113556 / SEC#: 801-123523
RIA
Registered Investment Advisory firm - (4/27/2022 Approved)Arizona
Registered Investment Advisory firm - (6/18/2003 Terminated)Kansas
Registered Investment Advisory firm - (6/29/2023 Terminated)Texas
Registered Investment Advisory firm - (6/29/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
323 Railroad, Silver Lake, KS 66539
Mailing Address
Po Box 99, Silver Lake, KS 66539
Phone number
(785) 582-5805
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 879 |
| AUM (Assets Under Management) | $ 161,553,043 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
