Robert Rounsfull
Robert Rounsfull is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glenview, IL, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2222 Chestnut Ave., Suite 202, Glenview, IL, 60026
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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 is the President of Rounsfull Financial Group, dedicating full-time hours to this role. He also sells indexed annuity policies, spending minimal time on this activity, and manages his personal investments as trustee of the Robert Rounsfull Trust. Additionally, Robert is the President of Rounsfull & Associates, Ltd., a CPA practice.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations11 states
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