Robert Geoffrey Stenzel

Current Employers

Employment History

• 02/2001 → 02/2022
  First Midwest
  Morris, IL
• 11/2010 → 02/2022
  Lpl Financial, Llc
  Morris, IL
• 02/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → Present
  Pursuit Wealth Group
  Joliet, IL

Previous Registrations

• 2010-11-02 → 2022-03-30
  Lpl Financial Llc
  Seneca, IL
  Plainfield, IL
  Morris, IL
  Fort Mill, SC
  Plainfield, IL
  Morris, IL
  Plainfield, IL
  Morris, IL
  Seneca, IL
  Plainfield, IL
  Plainfield, IL
  Naperville, IL
  Lockport, IL
• 2003-07-01 → 2010-11-02
  Uvest Financial Services Group, Inc.
  Morris, IL
  Senca, IL
  Plainfield, IL
  Morris, IL
  Morris, IL
  Plainfield, IL
  Plainfield, IL
  Aurora, IL

Other Businesses

1. Fixed insurance sales; as of 2/11/2022; 0.5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of farm rental property located in O'Dell, Illinois, as of 2010; 0% of time spent during business hours; Not conducted at branch location; Investment related. 3. Co-Owner of farm rental property located in Illinois, as of 2010; 0% of time spent during business hours; Not conducted at branch location; Investment related. 4. Co-owner, Pursuit Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/11/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, Compass Tax Advisors, LLC; an entity providing tax preparation; Located at 950 Essington Road, Suite 2B, Joliet, IL 60435; as of 06/01/2024; Less than 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 6. Co-Owner, RRAM Holdings, LLC; an entity created for the purpose of buying and managing commercial real estate at 721 Bedford Road, Morris, IL 60450, as of 04/18/2025; 0% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-06-30
• S63 Uniform Securities Agent State Law Examination
  1999-11-10

Other Names

• Rob Stenzel
• Robert G Stenzel