Robert Hamill Fitzsimmons

Current Employers

Employment History

• 10/1990 → Present
  The Fitz Group
  Lincoln, NE
• 01/1994 → Present
  Investacorp, Inc.
  Miami Lakes, FL
• 10/2008 → Present
  Investacorp Advisory Services
  Miami Lakes, FL
• 11/2016 → 09/2023
  Sagepoint Financial, Inc.
  Lincoln, NE
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lincoln, NE

Previous Registrations

• 2016-11-04 → 2023-09-01
  Osaic Services, Inc.
  Lincoln, NE
  Phoenix, AZ
  Lincoln, NE
  Lincoln, NE
• 2008-10-31 → 2016-11-07
  Investacorp Advisory Services Inc
  Lincoln, NE
  Lincoln, NE

Other Businesses

1) DBA-FP Wealth Management, Inc.-Investment Related- Conducted at 770 N Cotner Blvd Suite#411 Lincoln, ne 68505. The nature of business provide investment advise and alternatives, my position is President, the duties of position are to provide investment alternatives (such as Mutual funds, ETFs, Variables, non-trade reit on both a commission/fee basis. Fixed and Life insurance is also a service we provide to our clients. Start date January 2014 was the start of the relationship with the other business and 250-270 hour per month devoted to the other business per week and securities 10 to 14 hours per day are devoted to the other business during securities trading hours. 2) ST. MARK'S UNITED METHODIST CHURCH FOUNDATION POSITION: President NATURE: 503(c)3 charitable foundation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2019 ADDRESS: 84th Pioneers Blvd, Lincoln NE 68506, United States DESCRIPTION: President of Church's Foundation Board Chr. Scholarship Committee 3) FP WEALTH MANAGEMENT, INC. POSITION: President NATURE: corporation sub S INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 132 START DATE: 10/07/2013 ADDRESS: 770 North Cotner Blvd, suite 411, Lincoln NE 68505, United States DESCRIPTION: Presidential duties including helping our large client base with their personal investments and life insurance. We also have a few corporate retirement plans and non-profit foundations investments Supervising 2 full time administrative employees and one part-time. Adding a few new clients monthly to replace those that die or transfer their accounts to other advisors. 4) WYUKA CEMETERY AND FUNERAL HOME POSITION: Board Trustee NATURE: Public Corporation owned by the State of Nebraska. Chartered by state statue in 150 years ago. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/06/2009 ADDRESS: 3600 O Street, Lincoln NE 68510, United States DESCRIPTION: One of 5 members of the Board of Trustees appointed by the Governor of the State of Nebraska for a 6 year term. Set overall policy for the Cemetery and Funeral Home. Not involved in day to day management. Evaluate only the performance of the President. Receive no compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-24
• S63 Uniform Securities Agent State Law Examination
  1988-12-20

Other Names

• Robert H Fitzsimmons