Robert Groves is a registered investment advisor, based in Ann Arbor, MI, with 28 years of industry experience.
Location
300 Parkland Plaza, Ann Arbor, MI, 48103
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Regulatory History
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 operates under the DBA Strategic Planning Concepts and is an independently licensed insurance agent. He also owns RCG Enterprises LLC, a real estate holding company, dedicating minimal time to it, and serves as co-trustee for his mother's trust, requiring minimal time.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Olde Discount CorporationBroker
State Registrations20 states
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