Robert John Grossheim

Employer firm

Family Wealth Advisory Group, LLC CRD 130595

$396M regulatory AUM 2 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
MATTERS NOT INVOLVING SECURITIES

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

Current Employers

Family Wealth Advisory Group, Llc

7359 East Kemper Road Suite A, Cincinnati, OH 45249 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2004-03-29

OH RA
APPROVED

Since 2004-03-29

Branch Locations

7359 East Kemper Road Suite A, Cincinnati, OH 45249 • 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

Organization	City	State	From	To
Family Wealth Advisory Group Llc	Cincinnnati	OH	03/2004	Present

03/2004 → Present

Family Wealth Advisory Group Llc

Cincinnnati, OH

Previous Registrations

2000-01-01 → 2004-04-05

Osaic Fa, Inc.

Cincinnati, OH

Other Businesses

Owner/Main Instructor of Japanese Karate Do, LLC (JKD) since July 2015. This is a non-investment related business that Rob inherited when the police officer founder was killed in the line of duty. Rob instructs and manages administrative duties during non-securities trading hours totaling approximately 10 hours per month. JKD operates out of Five Seasons Family Sports Club located at 11790 Snider Rd, Cincinnati, Ohio 45249.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-07-25
S63	Uniform Securities Agent State Law Examination	1991-05-13

S65 Uniform Investment Adviser Law Examination

1994-07-25
S63 Uniform Securities Agent State Law Examination

1991-05-13

Designations

Certified Financial Planner

Other Names

Robert John Grossheim

View on SEC IAPD