RS
RS
Robert Schaefer
25 Years of Experience
Cincinnati, OH
1 DisclosureBrokerSells Insurance
Robert Schaefer is a registered investment advisor, based in Cincinnati, OH, with 25 years of industry experience.
Location
5636 Bridgetown Rd., Ste. F, Cincinnati, OH, 45248
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Regulatory History (1)
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Customer Dispute
September 2008Denied
Other Business ActivitiesSells Insurance
Robert is an advisory representative of a RIA, CIRA, spending about half his time on investment-related activities. He is also an insurance agent with Ash Brokerage and an agent with Focus Wealth Management, dedicating a few hours per week and nearly full-time hours, respectively, to investment-related activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 3 mos
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Fifth Third Securities, INC.
November 2004 - April 2021 · 16 yrs 5 mos
Fifth Third Securities, INC.Broker
October 2000 - April 2021 · 20 yrs 6 mos
State Registrations4 states
FLKYOHTX
AdvisorBrokerBoth
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.