RS
CFP
RS
CFP

Robert Wayne Schwarz

48 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
662 clients
Average Client Portfolio
$244K average
Assets Under Management
$161.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.70%

Portfolio management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

323 Railroad, Silver Lake, KS, 66539

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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.

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Other Business ActivitiesSells Insurance

Robert is the owner of Cobler Capital Management LLC, spending about 30% of his time there, and is involved with BMD Farms, Schwarz Brothers (rental properties and bank stock), Bob Schwarz CFP (sales of insurance products, taking about half of his time), New Century Bank (board member), Jakuco, INC (business payroll and bill paying), and Oregon Trail. He also owns Journey Investors, LLC.

Employment History
Current Registrations
Cobler Capital Management, LLC
February 2001 - Present · 25 yrs
Ofg Financial Services, INC.Broker
April 1992 - Present · 33 yrs 10 mos
Previous Registrations
Ofg Financial Services, INC.
August 2007 - December 2009 · 2 yrs 4 mos
The Columbian Securities CorporationBroker
October 1990 - April 1992 · 1 yr 6 mos
N.I.S. Financial Services, INC.Broker
February 1977 - October 1990 · 13 yrs 8 mos
State Registrations9 states
AZCOKSLAMONEOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Wayne Schwarz - Financial Advisor | TrueAdvisor