Robert Schoen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Itasca, IL, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
115 W Orchard St, Itasca, IL, 60143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the owner of Schoen & Co CPA's, a CPA firm providing income tax preparation services, dedicating nearly full-time hours during tax season. He also works in computer software consulting and sales for about 10-20% of his time, and provides wealth management services through Schoen Financial Advisors for about 15% of his time. Finally, Robert works as a CPA at Fates, Bodily & Parker CPAs, focusing on tax planning and financial statement preparation, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Investment Securities, INC.Broker
State Registrations10 states
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