Robert Malek
Robert Malek is a registered investment advisor at Planmember Securities Corporation, based in Chicago, IL, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
5901 N. Cicero Ave, Suite 507, Chicago, IL, 60646
Get directionsHistory
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 Malek Wealth Advisors as a DBA for securities and insurance sales, dedicating nearly full-time hours. He also works as an insurance broker through Robert Malek Insurance, spending minimal time on this activity.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Lawing Financial INC
Cambridge Investment Research, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Waterstone Financial Group, INC.Broker
Dreher & Associates, INC.Broker
Anchor National Financial Services, INC.Broker
Anchor National Financial Services, INC.Broker
Elwyn, Willbert & Haig INC.Broker
State Registrations9 states
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.