43409 Schoenherr Road, Sterling Heights, MI, 48313
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Robert is an investment advisor representative and managing member at Summit Financial Consulting, LLC, where he conducts portfolio management and insurance sales. He is also a registered representative with Gradient Securities, LLC, spending about 10-20% of his time on this activity, and an associate at Summit Tax Services, LLC, providing tax services. Robert also engages in insurance sales as a sole proprietor, dedicating minimal time to this activity.