RS
RS

Robert Gary Schlueter

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
819 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$2,000
Loading...

Location

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

Get directions

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.

Learn about disclosures →
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 · 12 yrs 10 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
Exams
No exam information available for this advisor.
Robert Gary Schlueter - Financial Advisor | TrueAdvisor