RF
CFP
RF
CFP

Robert Elwood Fleck

34 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$62.0M

Fee Structure

Minimum Investment:$5K
Loading...

Location

1636 Logan Street, Denver, CO, 80203

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 Activities

Robert owns Lifestyle Financial Advisors, a financial planning and wealth management firm, and is involved in several family real estate investment companies. He also serves on the investment committee for American Growth Fund and is an employee of Investment Research Corporation, dedicating a few hours per week to each.

Employment History
Current Registrations
World Capital Advisors, LLC
May 2007 - Present · 18 yrs 9 mos
Previous Registrations
1717 Capital Management Company
September 1991 - May 2007 · 15 yrs 8 mos
State Registrations2 states
PAVA
Advisor
Exams
No exam information available for this advisor.