Robert John Wootton

Employer firm

Capstone Financial Advisors Inc CRD 109341

$2.87B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Usaa Financial Advisors, Inc
  Chicago, IL
• 07/2011 → Present
  Usaa Financial Planning Services
  Chicago, IL

Previous Registrations

• 2011-08-12 → 2014-03-13
  Usaa Financial Planning Services
  Chicago, IL
• 2006-01-26 → 2006-09-28
  Mason Investment Advisory Services Inc
  Reston, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-16
• S65 Uniform Investment Adviser Law Examination
  2002-01-30

Designations

• Certified Financial Planner