Robert Loeb is a CFP-designated registered investment advisor, based in Sylvania, OH, with 36 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Robert is a registered representative with Purshe Kaplan Sterling Investments, Inc. since 2020, and an independent insurance agent since 1989. He also serves on the board of directors for Mercy Health Foundation and is involved with the Catholic Community Foundation Diocese of Toledo and the Police Athletic League, dedicating minimal time to these roles.
Employment History
Current Registrations
Venture Visionary Partners LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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