Robert
Eckenroth
Cps Investment Advisors
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About this Advisor
Robert Eckenroth is a financial advisor based in Lakeland, Florida, working with Cps Investment Advisors. Robert has previously held a position at Barom Consulting, LLC. Robert has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Robert is part of Cps Investment Advisors, which operates out of Lakeland, Florida. The firm has 25 employees and manages assets totaling $2.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Cps Investment Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cps Investment Advisors Brokerage Details
$2,353,432,854
25
7,120
$330,538
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Robert Eckenroth Work History
Barom Consulting, LLC
Disclosures
Please visit the SEC profile of Robert Eckenroth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cps Investment Advisors
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
