Best Investors Account Sign in
Inactive

Robert William Volk

Plante Moran Financial Advisors

Chicago, IL

Claim This Profile
Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-01-08
  • IL RA
    APPROVED
    Since 2021-01-08

Branch Locations

10 S Riverside Plaza, Chicago, IL 60606 • 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
Plante Moran Financial Advisors Chicago IL 08/2020 Present
Costco Middleton WI 08/2019 08/2020
Plante Moran Financial Advisors Chicago IL 06/2019 08/2019
Costco Middleton WI 06/2017 06/2019
Dow Agrosciences Arlington WI 06/2017 08/2017
Uw - Eau Claire Eau Claire WI 09/2016 06/2017
Uw Madison Madison WI 08/2017 06/2020
  • 08/2020 → Present
    Plante Moran Financial Advisors
    Chicago, IL
  • 08/2019 → 08/2020
    Costco
    Middleton, WI
  • 06/2019 → 08/2019
    Plante Moran Financial Advisors
    Chicago, IL
  • 06/2017 → 06/2019
    Costco
    Middleton, WI
  • 06/2017 → 08/2017
    Dow Agrosciences
    Arlington, WI
  • 09/2016 → 06/2017
    Uw - Eau Claire
    Eau Claire, WI
  • 08/2017 → 06/2020
    Uw Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-08
  • S65 Uniform Investment Adviser Law Examination
    2021-01-08
Designations

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor