Robert Paul Marcoux

Employer firm

Relation Wealth Management, Inc. CRD 329961

$541M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2009 → 09/2016
  Nfp Advisor Services, Llc
  Tulsa, OK
• 04/2016 → 06/2024
  Kestra Advisory Services, Llc
  Tulsa, OK
• 06/2009 → 06/2024
  Kestra Investment Services, Llc
  Tulsa, OK
• 06/2024 → Present
  Relation Wealth Management, Inc.
  Tulsa, OK

Previous Registrations

• 2016-04-20 → 2024-07-01
  Kestra Advisory Services, Llc
  Tulsa, OK
• 2009-06-02 → 2016-09-22
  Kestra Investment Services, Llc
  Tulsa, OK
• 2004-12-08 → 2009-05-13
  Ubs Financial Services Inc.
  Tulsa, OK
  Tulsa, OK

Other Businesses

1) Relation Insurance, Inc.; not investment-related; 10425 E 82nd East Avenue, Suite 110, Tulsa, OK 74137; Licensed insurance agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-03

Other Names

• Robert Marcoux