Robert
Schwarz
Cobler Capital Management, LLC
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About this Advisor
Robert Schwarz is a financial advisor based in Silver Lake, Kansas, working with Cobler Capital Management, LLC. Robert has previously held positions at Ofg Financial Services, Inc, Cobler Capital Management, Bob Schwarz, CFP®, Schwarz Bros, Jakuco, Inc, Oregon Trail Office, Cobler Capital Management, LLC, and Schwaarz Insurance Group, Inc. Robert has passed the Series 63 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Robert is part of Cobler Capital Management, LLC, which operates out of Silver Lake, Kansas. The firm has 2 employees and manages assets totaling $126.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Cobler Capital Management, LLC includes asset-based fees.
Certifications and Registrations
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Cobler Capital Management, LLC Brokerage Details
$126,634,729
2
835
$151,658
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Robert Schwarz Work History
Cobler Capital Management, LLC
Jakuco, Inc
Schwarz Bros
Ofg Financial Services, Inc
Oregon Trail Office
Bob Schwarz, CFP®
Schwaarz Insurance Group, Inc
Cobler Capital Management
Disclosures
Please visit the SEC profile of Robert Schwarz 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 Cobler Capital Management, LLC
Silver Lake, KS
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.
