Robert Thomas Bockel

Current Employers

Employment History

• 04/2014 → 07/2021
  Penn Mutual Life Insurance Company
  Horsham, PA
• 04/2014 → 07/2021
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 07/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 07/2021 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 08/2024 → Present
  Osaic Wealth, Inc.
  Oak Brook, IL
• 08/2025 → Present
  Osaic Advisory Services
  Atlanta, GA

Previous Registrations

• 2021-07-14 → 2025-10-08
  Onedigital
  Overland Park, KS
  Oak Brook, IL
• 2017-01-04 → 2021-07-12
  Hornor, Townsend & Kent, Llc
  Chicago, IL

Other Businesses

1)BXY Financial Network;investment related;2417 W Charleston St,Chicago,IL 60647;financial strategies;lead strategist;2019;20 hrs/month;2 hrs during trading;service current clients-insurance/investments 2)Fixed insurance multiple carriers;investment related;800 Enterprise Dr,Ste 128,Oak Brook,IL 60523;wealth management & advisory services;agent;7/2002;20 hrs/month;2 hrs during trading;provide an array of fixed products for financial strategies-life,disability,ltc,etc 3)Onedigital;investment related;4860 College Blvd,Ste 100;wealth management & advisory services;lead strategist;7/2021;10 hrs/month;1 hr during trading;financial strategies 4)Pinnacle Planning Group;investment related;800 Enterprise Dr,Ste 128,Oak Brook,IL;advisory/wealth management;advisor;7/2021;20 hrs/month;2 hrs during trading;advisory,insurance,planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-09
• S63 Uniform Securities Agent State Law Examination
  2002-07-19