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Robert Schlueter

Archford Capital Strategies, LLC
25 Years of Experience
Swansea, IL
Sells Insurance
View SEC Summary
View SEC Summary

Robert Schlueter is a registered investment advisor at Archford Capital Strategies, LLC, based in Swansea, IL, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 861 clients with $1.5B in assets under management.

Archford Capital Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
861 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Subject to a $2,000 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

13 Wolf Creek, Suite 2, Swansea, IL, 62226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is associated with Archford Capital Strategies, LLC as a Registered Investment Advisor, dedicating full-time hours to this role. He also engages in fixed insurance product sales, requiring minimal time.

Employment History
Current Registrations
Archford Capital Strategies, LLC
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
Private Client Services, LLCBroker
June 2023 - January 2025 · 1 yr 7 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2015 - June 2023 · 7 yrs 10 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - June 2013 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2002 - April 2013 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - April 2013 · 11 yrs 7 mos
State Registrations3 states
ILMOTX
Advisor

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
No exam information available for this advisor.
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