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Robert Mark Eckenroth

Cps Investment Advisors

Lakeland, FL

CRD 6583589

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Employer firm

Cps Investment Advisors CRD 104914

$2.89B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Cps Investment Advisors

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-24
  • FL RA
    APPROVED
    Since 2016-08-24

Branch Locations

205 East Orange Street #310, Lakeland, FL 33801-4611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barom Advisors, Llc Lakeland FL 11/2011 Present
Cps Investment Advisors Lakeland FL 07/2015 Present
Other Businesses

1) Barom Advisors, LLC, investment related, Lakeland, FL, provide investment advisory services to clients through CPS Investment Advisors utilizing the DBA Barom Advisors, LLC for marketing and business operations, General Partner, 11/2011, 5 hours per month, 0 during trading hours, oversee business and run payroll.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-05
  • S65 Uniform Investment Adviser Law Examination
    2016-02-05
Other Names
  • Bob Eckenroth

View on SEC IAPD

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